General

Estate Planning Considerations for Blended Families

When two people with children from previous relationships get married, they form a blended family. While this can create a unique and loving situation, it raises some complicated estate planning considerations. In this article, we discuss how to ensure that your stepchildren are included in your estate plan and how to make sure that your biological children are never left out. 

The Legacy Binder: What it is and why you need one

All too often, individuals pass away without leaving critical information such as financial accounts, legal documents, policies, and passwords. Learn how to create and what to include in a Legacy Binder for your loved ones.

man holding credit card and typing on laptop

Understanding Sales Tax in the Post-Wayfair World

Since June 2018, businesses that operate in two or more of the nation’s 10,000-plus tax jurisdictions have been struggling to understand what they need to do to comply with the new definition of economic nexus.