Black Panther Star Chadwick Boseman Dies Without a Will – Part 2

By David Talley | Oct 30, 2020

Black Panther Star Chadwick Boseman Dies Without A Will-Part 2 On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman,…

Read More

Silverado Fire Sparks Digital Transformation

By David Talley | Oct 30, 2020

On Mon, my family joined the 100K ordered to evacuate as Southern California’s  Silverado Fire approached. Driving to safety, I couldn’t help but think of…

Read More

Black Panther Star Chadwick Boseman Dies Without a Will – Part 1

By David Talley | Oct 25, 2020

Black Panther Star Chadwick Boseman Dies Without A Will—Part 1 On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman,…

Read More

Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2

By David Talley | Oct 19, 2020

Plan for the Changes Ahead No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and…

Read More

4 Reasons Why You Can’t Afford to Go Without An Estate Plan

By David Talley | Oct 14, 2020

4 Reasons Why You Can’t Afford to Go Without An Estate Plan October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you’ve been…

Read More

Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 1

By David Talley | Oct 12, 2020

No matter who you are voting for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change…

Read More

What You Should Know Before Agreeing to Serve as Trustee

By David Talley | Oct 5, 2020

Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a…

Read More

6 Changes to Watch For In Your 2020 Taxes

By David Talley | Sep 28, 2020

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next…

Read More

Once Your Kids Are 18, Make Sure They Sign These Documents

By David Talley | Sep 21, 2020

  While estate planning is probably one of the last things your teenage kids are thinking about, given the dire threat coronavirus represents, when they…

Read More
lost-401k

Lose An Old 401(k)? 6 Tips to Find It

By David Talley | Sep 14, 2020

  The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs…

Read More