Jennifer Thomas, CFP®, and Ben Crowe, CFP®, CFA, C.P.A., discuss why investors may consider a Roth conversion this year.
In today’s Marietta Daily Journal, we provide steps you can take to prevent ID theft. Read the article.
With an expected increase in taxes, you may consider accelerating income into 2012 or gifting to your heirs while your lifetime estate tax exclusion is $5 million.
When you find your parents slowing down with age, you may consider talking to them about their future care. Read more in our Marietta Daily Journal blog post.
In today’s Marietta Daily Journal we explain the importance of checking your credit and what to look for when you check it. Read all about it.
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.