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Spring Cleaning — Put Your Financial House in Order

April 10, 2019
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As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a Balanced Investment Groundwork Does your…

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Speculating on the Future of the Federal Estate Tax

April 23, 2012
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What is the future of the federal estate tax? All we know for sure is that no one knows anything; it’s all speculation. So, let’s take a look at what could happen. A quick history lesson An alphabet soup of tax laws (EGTRRA, JGTRRA, TIPRA, and the others, 13 in total), enacted between 2001 and…

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