Protecting Your Child from Identity Theft

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In September 2017, about a year ago, a massive Equifax security breach became public knowledge. If there was a silver lining to this infamous event, it likely spurred more consumers to take more measures to protect their identities. Perhaps you’ve placed a fraud alert or frozen your lines of credit, or you’re at least checking your credit reports more regularly these days.

All well and good. But what about your kids? As distasteful as the idea may ...

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National Healthcare Decision Day

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If it has been awhile since you reviewed your estate plan (will, power of attorney, and advanced directives) it is possible that you may need to update your plan. While Federal estate taxes have changed and are no longer the driving concern an equally important part of your estate planning; healthcare planning; should not be overlooked.

National Healthcare Decision Day (NHDD), April 16-22, 2018, is an initiative to “inspire, educate and empower the public and providers about the importance of ...

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Charitable Giving Under New Tax Laws

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No matter how the 2017 Tax Cut Jobs Act (TCJA) may alter your income tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. Nevertheless, it has been estimated charitable giving will be hit hard by the new tax law and donations might drop by $14 billion.

What’s Changed?

To be clear, the TCJA has not ...

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Personal Document Locator

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This Personal Document Locator is intended as a helpful tool to record the location of valuable papers, assets and other important items. It will assist your family in locating all of your relevant documents and disposing of your estate in the manner you directed. This form is not intended to replace any legal documents.

 

You may want to consider the following items as you develop your locator:

  • People to Notify – providing names and addresses of your family, advisors ...
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Family Fire Side Discussions

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Whether it’s Thanksgiving, gathering for a family reunion, a birthday celebration, or simply being there for one another during difficult times, family traditions are the backbone that strengthens our most important relationships. Tobin Investment Planning LLC would like to invite you to begin a new and important family tradition: a family discussion about wealth planning.

Family Discussion about Wealth Planning

Carving out time to hold candid conversations is where it all begins ….

Foremost, family wealth planning discussions are where ...

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