Estate Planning & Insurance

umbrella insurance
What is Umbrella Insurance? 5 Reasons You Need It NOW
Here’s something you probably already know: everybody’s suing everybody these days. So what is umbrella insurance and how does it help? No, it is not insurance for the thing that keeps your head dry when it's raining.  Umbrella insurance is a...
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Step-Up in Cost Basis Explained
Do I Need a Will?
Did you know more than half of all Americans don't have a will? Right now you might be asking yourself: "do I need a will?" If so, you clearly aren't alone. The last thing most people want to think about...
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charitable gifting strategies
Charitable Gifting Strategies for the End of the Year
Four charitable gifting strategies to consider before the end of the year. As we approach the holiday season, three things always seem to remain constant. One, your stress level will probably increase. Two, your impending tax bill will start to...
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