Estate Management Checklist

Estate Management Checklist

Creating an estate management checklist can help ensure that your loved ones are taken care of in the event of your passing. Here is a sample checklist to get you started: Create a Will: A will is a legal document that outlines how you want your assets to be...
Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status. Understanding the strategies for...
A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as...

Fond Farewell 08 03 22

Fond Farewell To A Valued Colleague and Friend, enjoy retirement. I want to take a brief hiatus from my blended family newsletter theme and focus on a tribute to my longtime business partner, Conrad Slate.  Our dear friend, mentor and firm co-founder, Conrad Slate,...