All Posts by Taylor Haley


About the Author

My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be there so that I can help guide your loved ones through a difficult process.

Dec 09

5 Steps For Adding Digital Assets To Your Estate Plan

By Taylor Haley

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache—or even impossible—for your loved ones following […]

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Nov 11

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 1

By Taylor Haley

Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. From Legal Zoom® and to Rocket Lawyer® and, these do-it-yourself (DIY) planning services might seem like an enticing bargain.The sites let you complete and print out just about any kind of planning document you can think of—wills, […]

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Nov 04

4 Year-End Tax-Saving Strategies for 2019

By Taylor Haley

As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and if you’ve yet to take full advantage of the benefits offered by the new tax law, now is the time […]

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