By Paul Morrone CFP®, CPA, MSA
The estate tax, often referred to as the ‘death tax,’ has been widely publicized as discussions about tax reform continue to
By Paul Morrone CFP®, CPA, MSA
Who can legally make financial decisions on your behalf if you are incapacitated? How about medical decisions? If the answer to
By Paul Morrone CFP®, CPA, MSA
You’ve sat with your advisor dozens of times, hopefully to review your plan and discuss whether you’re still on track to meet
By Paul Morrone, CFP ®, CPA, MSA
It’s very common to see a couple that had a will made up when their children were born that is over 20 years old, and