In “Gift Tax Exclusion 101, Part I”, we covered the basics of the Annual Gift Tax Exclusion’s general rule and the exceptions.  In Part II, we’ll discuss the implications of…

The death of legendary musician Prince on April 21, 2016 at the age of 57 rocked the world of 80’s music fans.  His music will endure, but what about his…

You may have a retirement plan, but is there a gaping hole in your plan – one that threatens to unravel the whole thing?  That gaping hole may be long-term…

“Success is the sum of details.” -Harvey S. Firestone The Hunt for Red October, Patriot Games, Clear and Present Danger, and The Sum of All Fears…ring any bells?  Bestselling author,…

For IRAs and Other Tax-Deferred Retirement Accounts Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible,…

You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost. A dollar not lost allows wealth…

Trusts are some of the most valuable tools for estate and wealth planning, but some unscrupulous individuals and companies can seriously harm your family’s financial and legal situation, by offering…

Property insurance provides protection against most risks to property, such as fire, theft and some weather damage. However, if property has appreciated and there isn’t sufficient insurance for replacement value,…

The Wealth Advisor These Four Childfree Prospect Tips Will Grow Your Business – And They’re Not What You Think Childfree individuals and couples often face choices, decisions, and questions, which…

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