A person who dies is known as the “decedent.” A decedent who dies without a will is known as dying “intestate.” If a person dies without a will, a court…
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From a simple standpoint, many people initially think of an estate plan as having a will. On the more complicated end, some think of an estate plan as an elaborate…
This past summer (July 2015) , a new law was passed that included changes to due dates for certain tax returns. The law also provides several new extension dates. These…
Contributions to a Roth IRA aren’t deductible. The amount that can be contributed to a Roth IRA is subject to the same limitations as apply to regular IRAs. Qualified distributions…
President Obama’s 2016 budget proposal contains a number of tax increases, not the least of which is to make death a taxable event. Obama’s proposal would impose a capital gains…
Starting a new business is exciting, but it requires many important decisions. One of the earliest and most crucial decisions is what type of business entity to form. Your choice…
Business succession – what happens to your business once you no longer choose to or are able to run it – is one of the most important and often overlooked…
It is never too early to begin retirement planning. Unfortunately, many people put it off. If you are wondering what you can do now to ensure you are set for…
A Personal Financial Specialist, or PFS, is an individual who is highly qualified to offer advice on a variety of financial issues and has earned the PFS credential from the…
