Helpful Advice
Last Minute Tax Tips & Tactics – Part I
Ah, it’s March again, and the tax madness musters anew. For those who yearn to file by April 17th, the pressure begins to build. Before the mad dash takes off in earnest in just a few short weeks, you may…
Estate Plan Secrets & How To Avoid Estate Tax (Part 2 of 2)
One really smart estate planning tool that’s often overlooked is the use of trust protectors. These make perfect sense to every parent I’ve asked, but we rarely find in estate planning done by others. We also find that most other…
Estate Plan Secrets & How To Avoid Estate Tax (Part 1 of 2)
As Bob Dylan sang long ago, “the times they are a changing.” With the odds being extremely high that your wishes – and the laws! – have changed since you have last considered your estate plan, this is a good time…