Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs,...
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- Feb 23, 2016
- 3 min
Financial Smarts Peak at 50, Here is How to Protect Your Older Self
A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This...
- Feb 11, 2016
- 5 min
Inflation rates for 2016: How will this affect you and your loved ones?
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes,...
- Sep 9, 2015
- 4 min
What is hot in Estate Planning right now may surprise you!
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute...
- Apr 20, 2015
- 3 min
What's On Your Worry List?
A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower...
- Mar 2, 2015
- 3 min
It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about...
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