April 16, 2015 BusinessEstate Planning
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan….
Read More
April 15, 2015 Estate AdministrationEstate Planning
Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit…
April 14, 2015 Estate Planning
Having experienced advisers who know the best way to protect your hard-earned property, find the most appropriate ways to lower…
April 10, 2015 Estate Planning
“I’m a caregiving expert, with more than 30 years of experience in the field of aging, so you’d think I’d…
April 9, 2015 Estate Planning
Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or…
April 3, 2015 Estate Planning
The sad truth is that most of us — some 70% of adult Americans — have neglected to write a…
April 2, 2015 Estate AdministrationEstate Planning
In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused…
April 1, 2015 Estate Planning
In nearly every way you could make a mistake — for example, saving too late — you can also make…
March 30, 2015 Estate Administration
Lifetime gifts may carry considerable advantages over charitable bequests, according to Atlantic Trust, the U.S. private wealth management division of…
March 26, 2015 Estate AdministrationEstate Planning
Roos said it’s important that people plan ahead and put “someone in charge of these digital assets and giving the…
March 24, 2015 Estate AdministrationEstate Planning
Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…
March 18, 2015 Estate Planning
Although it is a difficult subject to face, you have options when it comes to protecting your estate and your…
