News & Resources

After a few months of discussion and revisions, last month Congress passed and President Trump signed the Tax Cut and Jobs Act of 2017.  This is the 2nd largest tax cut package in United States history behind only the 1981...

The loss of a loved one can be a very emotional and stressful period of time.  A number of items need to be handled, such as funeral arrangements, contacting family members, coordination of church services, and working with...

On December 22, 2017, a new Tax Reform Act was passed that was made effective beginning in 2018. Generally speaking, this new Act will sunset on January 1, 2026. That means that all of the previous tax provisions, rules, and...

During the year, I work with family members who are administering their loved ones’ estates. During that process, we discover that the loved one had a number of online financial accounts and profiles on various social media...