Estate Planning Basics

By |2017-05-09T22:12:37+00:00August 12th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

When it comes to estate planning, women have unique concerns.  The fact is women live longer than men.  That’s important for several reasons.  First, you’ll not only need your assets to last longer, but you’ll also need to plan for potential incapacities due to declining health.  Second, it means that if your husband or significant other [...]

Critical Tax Updates

By |2012-11-27T15:49:56+00:00November 27th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

We try to cover topics that are relevant and interesting to our clients, but sometimes we need to relay information that is very relevant, but not very interesting to people who don’t crunch numbers for a living.  This is one of those articles that covers the upcoming changes to the tax code that is relevant to [...]