Mutually Speaking

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Four Tax Tips for Military Members

March 12, 2026

Taxes are confusing, and when your career involves several relocations, income earned in multiple states (and countries), and a variety of benefits that come from different sources, they can become even more complex. The good news is that serving in the military comes with a number of tax advantages. Once you know about them, preparing…

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Understanding Probate

July 25, 2022

Probate is the legal process established to properly transfer ownership of your estate...

What Powers Are You Actually Giving Your Power of Attorney?

July 20, 2022

A power of attorney, or POA, is a legal document that appoints one individual (the...

Four Benefits of Estate Planning

July 5, 2022

People associate different images and ideas with the word “estate.” It often...

Funeral Preparation and Planning

July 27, 2021

Funeral preparation is an often-overlooked aspect of estate planning. While you do not...

Wills and Trusts: Best Practices for Military Families

July 15, 2021

To safeguard your family’s financial future and to prevent your estate from getting tied...

Advance Directives: Living Wills and Health Care Proxies

July 8, 2021

The importance of being prepared, no matter the situation, cannot be overstated....