Changing the Conversation

Discover financial and family well-being by looking at money differently

Estate and Inheritance Tax
Estate PlanningLife EventsTaxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t…
Discussing Your Estate Finances with Your Children
Estate Planning

Discussing Your Estate Finances with Your Children

July 22, 2020
The journey of a thousand miles begins with a single step. This applies to many…
What You Need to Know About Domiciling in Florida
Estate Planning

What You Need to Know About Domiciling in Florida

August 28, 2019
Winters in our northern climate can be brutal, though these sunny summer days can make…
10 Must-Have Documents
Estate Planning

10 Must-Have Documents

May 1, 2019
Here at the office, we have a picture which appeared in The New Yorker magazine…
Live Better, Prepare for Longevity
Estate Planning

Live Better, Prepare for Longevity

September 12, 2018
Recently, one of our clients sent me an article from Barron’s on how seniors are…
Guest Spotlight – Shannon Hartzler, Estate Planning Attorney
Estate Planning

Guest Spotlight – Shannon Hartzler, Estate Planning Attorney

June 13, 2018
My name is Shannon Hartzler, and I am an estate planning attorney. One of the…

Estate and Inheritance Tax

Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t
Tax-Cuts-&-Jobs-Act-2017

Tax Cuts & Jobs Act 2017

This is a special blog post on the Tax Cuts & Jobs Act 2017.Follow this
The Charitable Double Benefit

The Charitable Double Benefit

A recent study showed that about one-third of families with at least $1 million in
The 2 Out Of 3 Tax Rule

The 2 Out of 3 Tax Rule

I have a rule of thumb for you: If the government owes me money, now
Investable Collectables?

Last-minute Tax Reminders

Every once in a while, I find myself looking over a well-off individual’s tax return
The Charitable Double Benefit

The Charitable Double Benefit

A recent study showed that about one-third of families with at least $1 million in
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Retirement Habits

You’re probably well aware that car insurance rates for young people are very high. This

How to Transition Into Retirement

Ready! Set! Reinvent! That’s the title of our new two-module, 12-lesson course on the topic

Which Game Are You Playing With Your Money?

Board games and card games can be a whole lot of fun, and they can

Are You In Charge of Your Retirement?

In the military, you always know who’s in charge and who’s in control. There’s a
10 Things You Should Know Before Retiring

10 Things You Should Know Before Retiring

In the last decade or so, we have had at least a dozen clients who,
4 Programs to Help With Financial Situations

4 Programs to Help With Financial Situations

One of the things we do here at Coyle is put together various kinds of
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