Long-Term Care: Consider Now, Benefit Later [Watch Now]

In our latest Coffee & Conversation, we tackled long-term care insurance – the best long-term care solution for your age and health, hybrid long-term care, traditional long-term care, qualified funds, and more. Watch “Long- Term Care: Consider Now,

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Espresso Shots – Estate Tax Law Changes & Life Insurance Trusts with Adam Abramowitz, Principal, Estates, Trusts & Probate Attorney at Stein Sperling

We sat down with Adam Abramowitz, principal and estates, trusts & probate attorney at Stein Sperling, to discuss using a trust to own a life insurance policy, how changes in estate law may affect the policy, finding   see more →

Espresso Shots – Major Medical Expenses & Tax Deductions with Erin Kidd, Accredited Financial Counselor & Enrolled Agent

Tax time is fast approaching and if you incurred a fair amount of medical expenses in 2020, you might be wondering your options for taking deductions on the amount you paid. In one of our latest Espresso   see more →

Espresso Shots – Special Needs Trusts with Elizabeth Gray, Elder & Special Needs Law Attorney

Special needs trusts can be a useful and lifesaving option to caring for a loved one with special needs. In our latest Espresso Shot, Cecile Hult, CFP®, CDFA® Partners & Private Wealth Advisor at Argent   see more →

Espresso Shots – Filing Jointly While Separated & Tax Liabilities with Erin Kidd, Accredited Financial Counselor & Enrolled Agent

When partners decide to file their taxes jointly amidst or post-divorce, it can present a myriad of tricky scenarios. We sat down with Erin Kidd, Accredited Financial Counselor & Enrolled Agent at Thompson   see more →

Estate Planning: Beyond the Basics [Watch Now]

While estate planning may be a daunting undertaking, we all know that it’s an integral part of managing and protecting your wealth for you and your family’s future. During this in-depth webinar, we were joined by Jennifer Schiffer, Shareholder of Bean,   see more →

Espresso Shots – Tax Filing Status & Custody Agreements with Erin Kidd, Accredited Financial Counselor & Enrolled Agent

The hurdles of tax time during a divorce are heightened when dependants and custody agreements become part of the mix. We sat down with Erin Kidd, Accredited Financial Counselor & Enrolled Agent at   see more →

Espresso Shots – Trusts with Josh Headley, Estate Planning Attorney

Have you heard about revocable trusts? We spoke with Josh Headley, Estate Planning Attorney at Buchanan, Ingersoll & Rooney, about the benefits of a revocable trust to estate planning including   see more →