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Simple strategies to simplify your estate
The loss of a loved one can be one of the most emotionally challenging things for anyone to face. Unfortunately, before many people have a chance to mourn this loss, ... -
Best & Worst states for taxes
When it comes to income, it’s not what you make, but what you keep that counts. While many taxpayers think of Federal taxes as the larger percentage of taxes paid, ... -
Smart money moves for 2017
As 2016 comes to a close, it is a good time to reflect on the past while embracing the opportunity of the New Year ahead. For those making resolutions, finances ... -
Simplifying the gifting process
Despite its perceived simplicity, gifting remains one of the most misunderstood financial concepts. Confusion in this area has led to under-utilization and potentially higher taxes owed by taxpayers each year. ... -
Financial Planning for the Surviving Spouse
Mourning the loss of a spouse can be one of the most difficult things for a person to experience. In fact, Psychologists Holmes & Rahe developed a scale to assess ... -
3 Biggest Financial Procrastinations
When it comes to financial matters, there always seems to be something higher on the priority list. You tell yourself “I’ll get it to next month”. Then next month becomes ... -
Money moves to make at every age – 50s & beyond
Money moves to make at every age – 50s & beyond This is the second of a two-part series on the financial moves that should be considered at various pivotal ... -
5 financial rules of thumb to consider breaking
Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management. From investment ... -
Worst states to die from an estate tax perspective
Fewer estates are subjected to the federal estate tax than ever before. The Brookings Institute estimates that only 1 in 700 taxpayers end up paying any federal estate taxes. Unfortunately, ... -
Death and taxes - Understanding how 'step-up in basis' works
It is often said the only certainties in life are death and taxes. Thanks to estate and inheritance tax, it is not uncommon for them to occur simultaneously. However, there ...
