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End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
or 434-528-6074 to schedule an appointment. 