What to Look For in an Executor of Estate

We work hard for our clients. Crafting elegant, tax-saving and easy-to-understand strategies to help you save on your taxes is a joy. And, of course, removing from our clients the annoying hassle of dealing closely with government paperwork, deadlines and personnel...

Practical Tips For Your Estate Plan

First off (and this doesn’t necessarily affect all of our clients), just a quick reminder thatthe second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it’s only two months after April 15th —...

11 Traits of the Financially Secure

Part of my early-Monday-news scan this week brought me this story: http://cbsn.ws/1Q0chAV. Here’s a startling fact from the article: almost half of all US households can not come up with $400 to cover an emergency expense. They would need to sell something or...