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Uber and Lyft Protection, No Matter Who’s Behind the Wheel

By Joyce L. Franklin on April 18, 2019 in Estate Planning, Insurance, Wealth Planning

If you use rideshare companies like Uber and Lyft, or if you live in an urban area where rideshare companies operate, this article contains crucial information for how to protect your assets.

Take Steps to Protect Yourself from Data Thieves

By Joyce L. Franklin on January 25, 2019 in Estate Planning, Insurance, Wealth Planning

Although we cannot correct the motivations of evil actors, we can advise you on steps to take now to tighten your security systems, secure your assets, and protect your financial future.

Tax Topics: Year-End Planning, Gifting, and News from the IRS

By Joyce L. Franklin on October 21, 2018 in College Planning, Estate Planning, Taxes, Wealth Planning

In addition to time off and connecting with family and friends, the end of the year brings important tax planning opportunities. In context of the new tax law, we explain a few strategies and give an update about what’s happening at the IRS.

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