Blended Families–Beginning a new family brings many exciting firsts and even a few scary ones. There is even more to consider when the new arrival is blended with a blend…
DetailsFuneral Pre-Planning Can Be Tricky But It Can Also Be A Wiser Choice Rather Than Waiting Imagine there was only one food store in town. The only time you were…
DetailsOur New Arizona Tax Program Is Designed With One Goal: To SAVE TAXES Every Year! Ever had your CPA call in the middle of the year and say, “Hey, I have…
DetailsAre You Now Or Do You Expect To Help An Elderly Parent Or Relative Manage His Or Her Finances? Have you been given a power of attorney? If you answered…
DetailsGetting A Valuation Adjustment For Certain Family Owned Businesses Has Been A Critical Planning Strategy In Avoiding An Estate Tax After Someone’s Death Well…the IRS is proposing to eliminate that…
DetailsDivorce Is Never A Happy Subject The emotional impact on a family can take months or even years to heal. Another pain that many do not learn about until it…
DetailsWhat Is A Guardianship? It is no surprise that the older we get, the greater our chances of becoming mentally or physically incapacitated. Yikes. Not a happy subject, it can…
DetailsGot a plan? According to a estate plan study commissioned by the Boston College Center on Wealth and Philanthropy, more than $59 trillion in wealth is underway to pass to…
DetailsWhen Folks Come In To Have Their Estate Plan Completed, A Living Trust Is A Tool We Use With Nearly Every Homeowner Sometimes, despite the fact that we have filed…
DetailsEvery Parent Sets Out To Be Sure Their Children Understand The World Of Finances & How To Manage Them The truth is, MANY times these efforts just don’t stick. Even…
Details
