Transition Advisor Group

06/23/2026

Adding a child to the home deed to skip probate could seem like a smart move — but it could also come with unexpected tax consequences. Before making that decision, it's worth understanding the full picture.

Adding a child to the deed? Read this.

06/18/2026

Office Open — Friday, June 19, 2026

The office will be open for business this Friday, June 19, 2026.
Although banks and other federal agencies will be closed, Transition Advisor Group will remain open to ensure uninterrupted service for our clients.

Thank you,
Transition Advisor Group

06/16/2026

A will, a trust, a beneficiary form — each piece matters, but they work best when they work together. Estate planning isn't a single decision. It's a system. Are all yours connected?

It's a system that needs to connect.

06/09/2026

Did you know the beneficiary form on your retirement account can override your will? Many people haven't checked theirs in years — and life changes fast. See why this one oversight could affect your family's future.

A forgotten form can override your will.

05/26/2026

We broke down markets into a 5-minute read

05/21/2026

Comfort could come at a cost.

05/19/2026

We, Transition Advisor Group are closed this Friday 22 May and Monday 25 May for observance of Memorial Day. We have several members of our family who were veterans and they passed away. Memorial Day - is a solemn federal holiday dedicated to honoring and mourning the U.S. military personnel who died while serving in the Armed Forces. Unlike Veterans Day, which honors all who have served, Memorial Day specifically focuses on remembering those who made the ultimate sacrifice in the line of duty. God Bless our military and family members who sacrificed so much to provide what WE currently enjoy in our lives.

05/19/2026

Here's what investors should know

05/14/2026

See what a century of history could say about cash.

05/12/2026

Here's what you need to know