Estate Planning

Enjoy the little things in life ... for one day you'll look back and realize they were the big things.

Upon death, you can leave your money to your loved ones, your favorite charities, or to the government… two of the choices are certainly more favored than the third. We look to maximize the distribution of the wealth that you have created during your lifetime in order to fulfil your ultimate objectives. We assist you in establishing a comprehensive estate plan that leaves little to chance. Proper estate planning allows for the distribution of your estate efficiently and effectively creating a lasting legacy that provides for the ones you leave behind, and supports the organizations that can positively impact the lives of many.

Epic Insights

Feb 26, 2021

As a parent, of course you want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was. Additionally, the earlier you consider how you expect to … Continue reading “Countdown to College”

Feb 24, 2021

New inherited IRA rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions. The big change: the introduction of the 10-year rule for beneficiaries. Most people who inherit a beneficiary IRA now have … Continue reading “The New Inherited Beneficiary IRA Rules”

Feb 22, 2021

How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if your retirement savings are not as great as you would prefer, you still have great potential to design the … Continue reading “Retirement Seen Through Your Eyes”

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