The Concept of the Four Tax Buckets
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether that’s a child, a parent, a
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday"1 where I read that online
My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly if they already have enough
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One common misconception in financial planning goes like this: Trusts are only necessary for the super wealthy. True, estates over $5.45
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Sometimes those we love need financial help. Life can throw us curveballs and having friends and family to support us is a wonderful thing. But
Recently I wrote about managing sudden wealth – namely, an inheritance. While not everyone will be the heir to a sizable estate or be lucky enough to hit the
Financial plans tend to change when a client receives an inheritance. For some, they knew the passing of a loved one would mean an influx of wealth. For others
