Make Sure You Ask Yourself These 7 Questions Before Giving to Your Grandchildren

Gifting Strategies

Grandchildren are a blessing. The joy they bring to the lives of their grandparents is immeasurable–all the more so for the fact that all hard work is left to their parents! Whether you have grandchildren now or are preparing to welcome them into the family,...

Give Them Their Dreams This Holiday Season

Gifting Strategies

Whether your family celebrates Christmas, Hanukkah, Kwanzaa, or you simply enjoy the festivities of winter, the best gifts for your children and grandchildren are never those found in stores. You want to impart a personal touch, something that will set them on...

6 Tax Questions Every Individual Should Ask Before Year-End

Tax Planning

We know your “to-do” list seems to grow longer during this time of year, but it is incomplete until you get clear about the answers to these six tax questions before the end of the year: Should I defer or accelerate income?  If you anticipate being in a higher...

5 Reasons Why an Irrevocable Trust May be Right for You

Irrevocable Trusts

Since the federal estate tax exemption became over $10 million per person, and that exemption will be around through 2025, some people are regretting their choice to do estate planning using an irrevocable trust. For those who now have no purpose to have an...