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What's New?

2018 Tax Laws: Updates You Need at Tax Time

With the enactment of new tax laws in 2018, you may be wondering what your tax return will look like this year. Featuring changes like an increase in the standard deduction and the elimination of, or limitations on, many itemized deductions, it's... Read More

Check Your Plan's Health

Make Sure It Measures Up

Already have an estate plan? Does it cover everything you need it to? Evaluate your current estate plan below to add up your points. How do you score? If you don’t already have a plan, see what you can accomplish by taking time to plan your... Read More

Do I Need an Estate Plan?

Yes! See Why

No matter your age or income level, having an estate plan is important. It determines more than just who gets your belongings after your lifetime—it creates your legacy by protecting your loved ones and the organizations and places you hold... Read More

How to Keep Your Documents Safe

What Should and Should Not Go in a Safe-Deposit Box

Where do you keep important documents such as your will, mortgage papers and birth certificate? Are they tucked away in a desk drawer or stuffed into your filing cabinet? There’s a better place for them. A safe-deposit box offers a... Read More

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