Ten Year-End Tax-Planning Tips for Individuals

Ten Year-End Tax-Planning Tips for Individuals   Accelerate Deductions and Defer Income - It sometimes makes sense to accelerate deductions and defer income. There are plenty of income items and expenses you may be able to control. Consider deferring bonuses,...

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What Assets Can Be Owned By A Trust?

A trust can own almost any kind of asset except for retirement plans. The types of assets that can be retitled in the name of the trust include cash accounts such as checking accounts, savings accounts, money market accounts...

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Business Succession – What’s Your Exit Strategy?

  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 issues small business owners face. As you launch your...

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Are You Properly Set for Your Retirement? 5 Things You Can Do Now

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 retirement – even if it is decades into the...

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What is a “Trust” and Who Needs One?

Estate planners are often asked whether trusts are only for the wealthy. Though it is not necessary for some people of modest means to establish a trust, it can be a useful estate planning tool, even if you are...

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