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    Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.

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    Mr. Jackson made a tough process easy and painless! - Kyle M.

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    "Integrity, trust - a rare item - it's here! - Ron F.

COVID is the Mother of Invention

It’s true, COVID has become the Mother of Invention or, in our case, modification.  Your health and safety, the clients and their trusted advisers, has always been Priority #1 but we’ve had to make some adjustments to our process to accommodate additional safety due to COVID19.  Now I am meeting with clients in their home... [Read More]


UNEXPECTED HIT Just a few weeks ago we were looking forward to the warm days of Spring.  New Trees & Flowers would blossom. For many, like me, Spring is their favorite Season.  It means New Life with a fresh green on the trees & flowers coming up from the gray ground to remind us of... [Read More]

So What Can We Do Now?

Death of the Stretch IRA? – Part 2  We wrote about the death of the Stretch IRA as of January 1st, 2020 in our first blog (Read Part 1 Here).  A change in law usually means a change in plans.  Here’s more details as to how this change in the law may bring about other... [Read More]

The End of the Stretch IRA?

Background The IRS has always taken the position that your Retirement Accounts – IRA, 401(K), 403(B), etc. are to be used to assist you with your retirement expenses and used during your lifetime. Therefore those accounts are to have the money pulled out of them and the Deferred Income Taxes paid during your lifetime. The... [Read More]

Three Questions…

There are really three questions to ask yourself as you think about estate planning. Those questions are as follows: Number one, ‘What are the most important things in your life?’ Number two, ‘What are the most important relationships in your life?’ Number three, ‘What legacy will you leave?’ You can leave a lasting, very impactful... [Read More]

Mr. Rogers

The movie “A Beautiful Day in the Neighborhood” is a movie about the late Fred Rogers. It is a Terrific Movie. It is based on the true situation where Fred Rogers was helping a troubled adult male and how their relationship over time changed that man. There were a number of great “Fred Roger lines”... [Read More]