LEGACY & ESTATE PLANNING2014-06-18T03:37:46+00:00

Bad News About Qualified Investing

Bad News About Qualified Investing 401k's will be taxed on your gains. IRA's will be taxed on your gains. Mutual Funds will be taxed on your gains. Individual stocks will be taxed on your gains. Bonds will be taxed on your gains. When? At the worst time [...]

The Estate Planning Process

Estate planning is the process of accumulating, preserving and distributing assets to achieve the financial goals of people during their lifetimes, and to provide for their heirs according to the estate owner's wishes at death.

Tax-Efficient Income Planning!

The New Tax Laws WILL AFFECT you now and in Retirement!!!!! Affordable Care ActYour Income Taxes/Capital Gains (DOUBLE TAXATION) Can be your Biggest Annual Expense.

Legacy & Estate Planning

Legacy & Estate Planning Beyond Success to Significance! Success is when you add value to yourself, Significance is when you add value to others! -John Maxwell Very few processes are more personal and emotional than Legacy & Estate Planning. Addressing what often are complex inter-family relationships, together with what can be extremely technical subjects of [...]