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ABC’s of Funeral Planning

ABC’s of Funeral Planning

Smart, forward-thinkers who want to be ready for all of life’s milestones must think about the last one; planning and paying for their funeral. While not the most pleasant of subjects, it’s important to consider all the options for the event and address how it will be...
A Business “Will” can Go a Long Way

A Business “Will” can Go a Long Way

A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can include everything from management plans, and other documents necessary for a company’s continued...
Charitable Giving

Charitable Giving

  Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. Charitable giving can play an important role in...
Naming Beneficiaries: What You Need to Know

Naming Beneficiaries: What You Need to Know

  One of the most important issues in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. A major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan...