A smooth transition for your family, when the time comes, is the most important gift you can give. This holiday season as we settle in for time with family and loved ones, it's also a time to reflect on what truly matters, including the well-being and security of our family's future. In the spirit [...]
Tax efficient gifting is the way to go this holiday season! As the holiday season approaches, many of us think about giving back, especially through gifts from our estate. While it's a season of generosity and gratitude, it's also an ideal time to consider how to make your gifting tax-efficient. This post will guide [...]
While you’re passing the mashed potatoes, why not talk about your estate plan? Thanksgiving is the perfect time to talk to your family about your estate plan. If you’re reading this you most likely have an estate plan, but have you told your loved ones what’s involved in your plan? Do they know what [...]
