Caring for Aging Parents
Published: October 25, 2021
There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing for the cost of the care.
End of Year Tax Planning Checklist
Published: October 11, 2021
Why put off until December, what you can do today? Review the list to see if there are steps you can take now to reduce your 2021 tax bill.
Year-End Tax Planning Tips
Published: October 5, 2021
You may be able to reduce your tax liability if you consider adopting these tax strategies before year's end.
An LLC Can Be an Alternate Way to Plan Your Estate
Published: August 19, 2021
A limited liability company (LLC) can cut estate and gift taxes on wealth transferred from the LLC managers to its other members. These transfers reduce the size of the managers, estate and thus their potential tax burden.
How to Help Your Family Wealth Last for Generations
Published: August 11, 2021
Legacy planning decides who will receive your assets and take over your responsibilities after your death. It takes careful planning to protect and preserve your legacy for more than just the next generation. A thorough legacy plan can help keep your money together for many future generations.
Higher Learning: 529 plans make more sense than ever
Published: May 26, 2021
For many people, a 529 savings plan offers an opportunity to achieve an important life goal and improve overall financial health. As college and university administrators determine how higher education will look in the future the benefits of a 529 plan have never been more meaningful.