In the News: Estate Planning—Yes, You Really Need a Will

Estate planning for wealthy and less wealthy individuals alike deals with the same basic issues. We discuss the need for a will on the Marietta Daily Journal blog. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general […]
Inheritances Can Be Tricky

The process of claiming an inheritance can be complex, and it helps to be aware of potential tax liabilities. Learn more in this week’s Tax Tip.
Advanced Estate Planning Concepts for Women

Statistically speaking, a woman will outlive her spouse. Read some advance estate planning concepts you should consider. Learn more in this Financial Tip.
Stocks Retreat

Tuesday’s session ended in red territory. Brands such as Caterpillar, Hewlett-Packard and Alcoa traded lower. Early gains dissipated in afternoon trading.