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    • May 1, 2025
    • 5:18 pm
    Why choosing the right trustee matters

    It’s not uncommon for an estate plan to contain multiple trusts. They can enable you to hold assets for and transfer them to beneficiaries, avoid probate, and possibly reduce estate…

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    • April 30, 2025
    • 2:54 pm
    Members of the “sandwich generation” face unique estate planning circumstances

    Members of the sandwich generation — those who find themselves simultaneously caring for aging parents while supporting their own children — face unique financial and emotional pressures. One critical yet…

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  • “We do so much more than prepare your tax return; we’re here to help you meet your financial goals. The tax return is just a check to see how we did.”

    Judy Hamilton | CPA, MBA