Whether you have concerns about potential estate taxes or wish to leverage the value of a gift to your favorite charity, a survivorship policy can help provide a relatively high benefit for a minimal cost.
BLOG
Categories
Lifestyle•Advocacy•Family•Finance Newsletter
GROWING STRONG Well, just before the holiday season kicked off, we were finally able to wrangle everyone in the office for a team photo.
A Working Parent’s Guide to the Child and Dependent Care Tax Credit
The Federal government offers a number of tax breaks, including the Child and Dependent Care Credit, designed to ease the financial burdens of working families.
Online Reviews Protecting Your Company’s Reputation
By tracking your company’s reviews online, and responding appropriately, you’ll be well on your way to creating a climate for customer loyalty while continuing to grow your business.
Estate Planning: A Team Effort
Only you can provide the guidance, direction, and information your estate planning team needs to develop an effective plan.
Solid Gold: Good Records Pay Off
Start your new year the right way! Good record keeping is a great way to help you save on your taxes.
CRTs—Appreciating the Gifts of Charitable Gifting
Do you have charitable goals and interests to support? If you answered yes to these questions, you may find the following information useful.
2 Helpful Tax Strategies
Here are two common situations and innovative solutions that might help if you have no clue about effective tax strategies.
Family Involvement Can Be Good Business
As a family business grows, the owner must ultimately consider how the business will prosper when he or she exits the company.
A Menu of Trust Options
The following glossary provides a brief description of various types of trusts. Because trusts are complex, it is essential that you consult a professional.