April 2015

The Certainty of Death and Taxes

April 14, 2015

April 15 is here.  You’ve probably heard this saying before - There are only two things that are certain in life - death and taxes. The difference between these two predictable events is that death only happens once.

We make up a variety of reasons for dragging our feet when it comes time to prepare and file our income taxes- even when we know that the dreaded deadline doesn’t change year after year.

What does planning for death and preparing taxes have in common? 

Hope is Not a Plan, But Planning Will Generate Hope

April 10, 2015

It’s here. Some call it the “silver tsunami” while others reference it as “the greying of America”. Nearly half of the “sandwich“ generation have a parent over age 65 and are raising young children or supporting grown children.

Alarmingly, thousands of critically important end-of-life and after death decisions are currently being made without the benefit of advanced planning. While “hope” is not a plan, planning realizes hope.