Basics of "Basis"
"Basis" is an important income tax concept used to determine the amount of taxable income that results when you transfer an asset. The...
Apr 14, 2016
Tread Carefully: Naming Life Insurance Beneficiaries
Certain assets avoid probate because the owner of the asset is able to name beneficiaries who will receive the benefit at the owner’s...
Apr 1, 2016
The Beauty of a Roth IRA
Saving for retirement is a financial goal for most clients. Many of us are familiar with the terminology but aren’t quite sure what it...
Mar 17, 2016
Top 5 Reasons You Need and Estate Plan
There are a variety of reasons why it is good to have an estate plan. Here is a quick rundown of the top five reasons why I think it is...
Feb 29, 2016
Disclaimer Trusts Are Popular for a Reason
Disclaimer provisions provide flexibility by giving the surviving spouse the option to shift assets in response to changing estate tax...
Feb 6, 2016