Planning Matters.

A Vacation Abroad: Is Your Passport Ready?

Are you planning a vacation that will require a passport? If you need to apply for a passport or if your current passport is going to expire, it’s a good idea to plan on getting this taken care of well before your departure date.

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What to Expect this Tax Season

In 2017, we have a new President and new Congress. It is clear there will be change, but how tax law will be impacted remains to be seen. The good news is there will be no impact on your 2016 income tax returns.

That said, what can you expect this tax season?

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How Should I Plan for Digital Assets in My Estate?

As a society, we are moving away from keeping documents in paper form, filed away in a filing cabinet. More and more documents, statements, pictures and bills are kept digitally in files on our computers or in the cloud. In this new age of digital storage, we all need to give some thought to what happens to our information upon death or incapacity.

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Filing Cabinet Cheat Sheet

Tax season spurs a lot of questions from clients about which papers should be kept or tossed. It’s a good time to do a little spring cleaning of your paperwork. Use this cheat sheet to find out what papers you need to keep, and how long you should hang on to them.

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