Whatever your goal, you’ll need a retirement plan that’s designed to support the lifestyle that you envision. Read more in this Financial Tip.
Bil Lako, CFP®, discusses how to use trusts to preserve wealth and minimize estate taxes in today’s Marietta Daily Journal. Read the Article
You can and should take steps now to control your future healthcare decisions with an Advance Directive for Healthcare. We explain in this Marietta Daily Journal blog post.
Making large gifts in 2012? While it seems obvious, gifts should only be made if you can afford to part with the property. Read more in this week’s Financial Tip.
It has never been a good idea to rely solely upon estate tax’s portability as a shortcut to properly arrange your affairs. We explain in today’s Marietta Daily Journal.
2012 may present an opportunity to convert a traditional IRA to a Roth IRA at a potentially lower tax cost. Learn why in this week’s Financial Tip.
Some may want to consider taking advantage of a once-in-a-lifetime opportunity to pass wealth to heirs at a reduced tax cost. We explain in today’s Marietta Daily Journal.
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
Statistically speaking, a woman will outlive her spouse. Read some advance estate planning concepts you should consider. Learn more in this Financial Tip.
Pets are property, and property cannot inherit other property, but you can provide for your pets once you’re gone. We explain in today’s Marietta Daily Journal.