A recent survey by the American Advisors Group (AAG) finds that 55 percent of adult children say they are not financially prepared to help their Baby Boomer parents cope with rising inflation and [...]
The amount you can gift to any one person without filing a gift tax form is increasing to $16,000 in 2022, the first increase since 2018. The federal estate tax exclusion is also climbing to more [...]
For years I wanted to prepare a will. For some reason I was scared to death. [...]. She answered a lot of my questions. When I meet with Linda and her staff they made me feel very much at ease. Giving me lots of information and facts about the law that I had no idea. I feel so much better that my wishes are in a Will. Thanks again to Linda and her staff.
Linda and her staff made the process of drafting a will so easy. She helped guide us through our goals and wishes as a young family to ensure our children would be taken care of and our assets would flow smoothly in the event of a death.
It's not the most pleasant subject matter to tackle, and I think most people avoid it out of fear. I cannot recommend them enough. We were able to get a will, trust, power of attorneys, living will...etc all as a flat rate package. No hidden fees, no run-around. Just straight forward, professional guidance. It feels good to have that squared away for our family.