Review and Update Your Legal Documents

February, 2018

Do you know who will handle your financial affairs should you become incapacitated or who will make medical decisions for you should you become unable to make them for yourself? Have you designated who will inherit your assets if the unthinkable happens, and who will be named guardian if you have minor children?

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Important Tax Changes for 2018

January, 2018

Courtesy of our Partners at TaxRite.

As the New Year rolls around, it's always a sure bet that there will be changes to current tax law and 2018 is no different now that many of the tax provisions pursuant to the Tax Cuts and Jobs Act of 2017 (TCJA) are in full effect. From health savings accounts to tax rate schedules and standard deductions, here's a checklist of tax changes to help you plan the year ahead.

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Important Tax Changes for 2018







Tax Return Basics

January, 2018

Happy New Year! We hope you’re off to a great start in 2018. Whether or not you’re ready to say goodbye to 2017, there is at least one thing you will need to address before closing the books on it. Taxes. While tax returns are not due until April, it’s never too early to start preparing to file your tax return.

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New Year's Resolutions

December, 2017

As we look forward to the New Year, many of us will be making the usual new year's resolutions. Perhaps you're considering one or more of the more common resolutions such as those on as the 10 Top New Year's Resolutions for Success and Happiness in 2017:

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Don't wait another moment to protect your and your family’s (and your employees) Identity

November, 2017

Some 15.4 million consumers were victims of identity fraud in 2016, up 16 percent from 2015 according to the Javelin 2017 Identity Fraud Report, and the highest figure recorded since the Javelin began tracking fraud cases in 2003.

Why wait until you're a victim?

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A word on data breaches

October, 2017

Every time news breaks about the latest data breach it is unnerving and leaves us to consider if or how it might affect us. Nobody likes that sinking feeling when the breach occurs at a company we've done business with or have an account with as we come to terms with our greatly increased vulnerability to identity fraud.

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How to find the right attorney for you

September, 2017

Stuff happens. Traffic infractions, real estate sales, home rentals or purchases, family matters, etc. When a medical issue or question arises, most of us have a doctor we call... but what about when you have a legal need? Who do you turn to? How do you go about selecting the right attorney for you?

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Identity theft is still on the rise

August, 2017

By now we’ve all heard more than we’d like to about identity theft. Everywhere we turn there are advertisements and news stories about it. Many of us know someone who's been affected or have been victims ourselves. The stories are ever present and awareness of identity theft is at an all time high. Unfortunately, the statistics are climbing and incidence of identity fraud is also at an all time high.

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