ATM Skimming—Yes, It Could Happen to You
It's all so convenient. You go to the gas station, insert your debit card into the reader at the pump, fill up your car, and you're on your way. Or when you need some pocket money, you simply go to the...
Taxes on Social Security Benefits and How to Avoid Them, Continued
An article on kiplinger.com offers some strategies to avoid, or at least mitigate, taxes on Social Security benefits. ...
Taxes on Social Security Benefits and How to Avoid Them
Many people are surprised to learn that their Social Security benefits can be subject to federal taxation. Whether your benefits are taxed depends on what is known as your "provisional income." This is...
Five Trusts That Can Help You Accomplish Specific Planning Goals
Trusts come in many "flavors." Here are five trusts that can be used to achieve specific planning goals. ...
Three Factors to Keep in Mind When Buying Long-Term Care Insurance
Many families consider purchasing long-term care insurance in advance to help pay for expensive long-term care in the future. Here are three important factors to keep in mind when buying long-term care...
How to Augment Your Retirement Income
Most people rely on IRAs, 401(k)s and Social Security benefits to fund their retirement. An article in U.S. News & World Report explored some other options to boost your retirement income. Here are...
Six Reasons to Revise Your Estate Plan
For your estate plan to meet your needs, it must be kept up to date. We recommend having your plan reviewed at least once every two years, but there are certain situations where you should have your plan...
Estate Planning Fundamentals
Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most commonly used tools and brief descriptions of their purpose. ...
The Importance of Business Planning
If you want to start a business of your own, or are in the early stages of doing so, you are no doubt feeling a certain amount of stress. Your business will require a great deal of time, money and "sweat,"...
Four Reasons You Might Want to Use a Corporate Trustee
A trustee can be one person, multiple people, or what is called a "corporate trustee," such as a bank or trust company staffed by people who manage and grow trust assets. People name corporate trustees...