Nobody wants your stuff—and that’s okay. Decluttering now isn’t just tidying up, it’s smart legacy planning. Read how clearing out today can make things simpler for your loved ones tomorrow.
Thinking down the road at the possibility of needing long term care seems like a far gone idea. We all age and need to plan ahead so we can protect the legacy we've built, those we will leave behind, and ultimately ourselves during those last years.
These strategies may position you to take advantage of key tax benefits in 2025. However, the goal isn't just to get through tax season but to plan strategically to reduce tax liability and work toward receiving a 2025 refund.
The greatest thing we can do for our clients is bring them knowledge. Reading books, articles, news, it all comes into play. Here's a few of what you'll find in the office library.