The family cabin – mom and dad’s legacy
The family cabin – mom and dad’s legacy In our last blog entry we identified legacy as one of the…
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The balancing act of estate planning.
The balancing act of estate planning. When people come in to discuss their estate planning, they often start by focusing…
Do you still need a bypass trust?
Do you still need a bypass trust? Under the 2012 Tax Act families with estates of roughly $10 million or…
What the New Tax Law Means to You
What the New Tax Law Means to You Congress avoided the so-called fiscal cliff by passing – at the 11th…
Tis’ the season for the holiday Christmas parties……
Tis’ the season for the holiday Christmas parties…… Do you work for a company that throws annual Christmas parties? I…
Fresh out of college!
Fresh out of college! Fresh out of college, with a business degree and a hunger to succeed, I set out…