Whether you want to maximize inheritance for your heirs, keep the family business in the family, or leave a philanthropic legacy, our estate planning experts work diligently to make your wishes a reality. With an emphasis on reducing estate taxes and minimizing probate costs, our advisors will help coordinate key aspects of your estate plan—wills, life insurance and trusts—and assemble a team of experienced professionals to work with you and your other advisors.
Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In honor of Mother’s…
When you think of retirement, you probably envision the enjoyable ways you will spend your free time. But, you may also want to give some thought to receiving your funds…
Paying the college Tuition payments made directly to a college aren’t considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and…
5 Reasons to Consult a Financial Planner on New Tax Legislation The new tax legislation proposed will undoubtedly impact the tax responsibilities of those…
These simple steps might save you a great deal of money and heartache We all make mistakes, and through them, we learn. But when it comes to finances, it is…
September is Life Insurance Awareness Month, a good time to evaluate your life insurance needs and review your life insurance coverage. We’ve all heard about the importance of having life…
1 There are two major disadvantages to indirect rollovers. First, your plan is required to withhold 20% of the taxable portion of your payment for federal income taxes. You’ll…
Housing Options for Older Individuals As you grow older, your housing needs may change. Maybe you’ll get tired of doing yard work. You might want to retire in sunny Florida…
