Curious About Cryptocurrencies?

Cryptocurrencies have taken the world by storm. At a price of about $43,000 as of the writing of this newsletter, Bitcoin has a market capitalization of $815 billion, based on 18.9 million tokens in supply. Ethereum has a market capitalization of $390 billion.[1] So,...

Do You Need Help With Social Security?

Background: A client that had been recently widowed was both frustrated and emotionally drained because they had attempted to get in touch with the social security office multiple times and had no success making any changes or getting the information they needed. The...

Proactive Estate Planning

Background: A client purchased a second property in a popular summer vacation area.  They planned on doing a large renovation and wanted this property to stay in the family for generations to come.  The Challenge: How to keep the property in the family for...