by Jason Deshayes | Apr 25, 2022 | Wealth Management
If you’ve ever received a surprising health diagnosis, you’ve probably considered getting a second opinion from another doctor. A second opinion, backed by a different set of experiences, knowledge, and insight, might have helped you make a better, wiser health... 
by Jason Deshayes | Nov 12, 2021 | Estate Planning
Talking to your adult children about your estate plan and the state of your finances can be challenging. Especially so for parents who will unevenly distribute their wealth. Some parents feel embarrassed by what they have—or don’t have. Others are afraid to share... 
by Jason Deshayes | Jul 10, 2021 | Taxes
President Biden is about to send out the first “child tax relief payments” on 7/15. If you have children under 18, you may see this tax credit hitting your account next week. Many of our clients are wondering if they should keep accepting stimulus money. In this... 
by Jason Deshayes | Jun 17, 2021 | Estate Planning
While the pandemic has caused more — and younger — Americans to create last wills, a 2020 study shows that over the last three years, 25% fewer Americans have certified estate planning documents in place. When you delay estate planning, you are not setting... by Jason Deshayes | Sep 29, 2020 | Taxes
The Average Working Family Could See Their Costs Decrease Key points Biden is proposing an expansion to the Child and Dependent Care Credit, which currently gives caregivers a tax credit to offset the cost of care. Given what we know about Biden’s tax plan so...