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The Comprehensive Guide to Estate Planning

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

3 Money Rules: Making the Right Choices to Get From Here to There

“It is our choices, Harry, that show what we truly are, far more than our abilities.” – Albus Dumbledore, in “Harry Potter and the Chamber of Secrets” by J.K. Rowling How do you get from here to there? Every day we are faced with so many choices of what to do with our time. Get …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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