April 25, 2017

Are you one of the millions of Americans using a Roth IRA as a retirement savings vehicle? The Roth IRA has officially become more popular than the traditional IRA. In 2013 more than $6 billion was contributed to Roth IRAs, compared with $4.61 billion for traditional I...

February 10, 2017

Have you thought about what will happen to your assets after you die? It’s a common misconception that estate planning only concerns estate taxes and is just for the ultra-wealthy. Think of estate planning really as legacy planning. It’s about building and protecting a...

October 25, 2016

If you’ve spent your lifetime growing your career, raising a family and building a legacy, then you likely already understand the importance of estate planning. Your estate plan provides your loved ones and your local court with guidance on how you would like your asse...

August 10, 2016

Your family business has stood the test of time. It may have been started by you decades ago, and now it’s become a source of vast wealth for your entire family. Or maybe it was started long ago by previous generations and then entrusted to your care, just as you will...

July 11, 2016

You’ve worked your whole life to build your legacy. You established and grew a career, and perhaps even built your own business. You raised a family. You may have made your mark in your community. And you likely accumulated significant assets along the way.

Now it’s tim...

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