April 27, 2015 FAQs
Although some couples remain unmarried to protect their estates, that strategy may backfire if you end up paying estate taxes….
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April 22, 2015 FAQs
“It’s important not to look at financial planning in a vacuum. Estate planning is intertwined with the financial plan.” According…
April 21, 2015 FAQs
“If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement,” says…
April 20, 2015 FAQs
Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning. Sometimes…
April 16, 2015 FAQs
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan….
April 15, 2015 FAQs
Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit…
April 9, 2015 FAQs
Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or…
March 30, 2015 FAQs
Lifetime gifts may carry considerable advantages over charitable bequests, according to Atlantic Trust, the U.S. private wealth management division of…
March 24, 2015 FAQs
Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…
March 16, 2015 FAQs
Whether you want to provide for your family after your death or you just want to ensure that the process…
March 13, 2015 FAQs
Have you thought about dying lately? Most of us don’t. Make sure you do some estate planning today before things…
March 5, 2015 FAQs
As Mary Todd Lincoln’s character in “The Widow Lincoln” faces dozens of unpaid bills for home furnishings, clothes and jewelry,…
