Consultation Request – Thank You2023-10-29T17:40:00-04:00

How to Make Your Inheritance Last

A 2012 study by Ohio State researcher Jay Zagorsky found that about one-third of Americans who receive an inheritance have negative savings within two years of getting their money, and of those who receive $100,000 or more, nearly one in [...]

Have You Prepared Your 2015 Year End Gift Plan?

With the end of the year fast approaching, now is the time to fine tune your gift planning before you get caught up in the chaos of the holiday season. Aside from making annual exclusion gifts, you can also plan [...]

Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need for estate tax planning has drastically decreased. Instead, higher income tax rates that were ushered in under the American Taxpayer [...]

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