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Family Matters – (Download as PDF) Are you someone’s child, sibling, nephew, niece, cousin, uncle, aunt, spouse, parent, grandparent or even great-grandparent? [Note: Chances are quite good that you are.] If yes, then you are part of a family and, likely, your family...
View as PDF View as Interactive Flash Content There are two things you should never watch while they are being made: one is sausage and the other is tax law. The same can be said of most tax law changes. They often result in more complex rules and regulations, not to mention stiff penalties for non-compliance. That said, the IRS…
Adult Education – (Download as PDF) INSIDE By and large, Americans are a rather independent lot. Our front-page article reviews some fundamental threats to our personal independence in the context of young adult Americans. You will want to share this article with the young adults in your life. Americans cherish their personal independence. Each of us has the freedom and…
March 2012 Newsletter – Facing Facts Death Taxes (download as PDF) FACING FACTS It can be difficult to ponder our own mortality. That is just our human nature. Nevertheless, the clock is ticking for each of us. Our front-page article highlights some critical issues we all need to address while there is still time to make proper financial and legal…
Life is lived in stages. And the rhythm of our lives mirrors the rhythm of the natural seasons. Whether you are in the spring, summer, autumn or winter of life, your Life & Estate Planning objectives will inevitably change. This article is relevant regardless of whether you currently have a Life & Estate plan. If you do not have a…