The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel better to give than to receive, the former may carry Continue Reading →
Category Archives: Estate Planning
Making Smart Investments for Your Family
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management Continue Reading →
Disaster Planning and Your Accounts
Given the catastrophic fires we’ve seen in our area for the last several years, it’s not surprising that clients have asked me what would happen in the event that an Continue Reading →
Time May Change Your View of Wealth
Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money Continue Reading →
Financial Detours to Avoid
Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way Continue Reading →
Pretend You’re Retired for a Month
Lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can Continue Reading →
529s and Estate Planning: What’s the Connection?
Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you — potential Continue Reading →
Retiring? Take Control of Your Assets
Before mapping your retirement financial strategy, it’s important to figure out how much retirement income you may need. You’ll need to consider your housing cost, the length of your retirement, Continue Reading →
10 Reasons to Talk to Your Financial Advisor about Long-Term Care Now
Depending on your age, the idea of long-term care may be the furthest thing from your mind or something that you think about frequently. Whichever camp you fall into, it’s Continue Reading →
The Downside of DIY Wills
Don’t Discount Your Will. A self-created last will and testament may lead to problems. As an early step in estate planning, you may be tempted to write your own will. Continue Reading →