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Wealth Advice/Estate Planning

Nagging estate tax questions answered ... for now
Uncertainty about estate taxes has been settled – at least for now – by Fiscal Cliff legislation signed into law in January. Now that the nation has more clarity about estate tax issues, think about scheduling an appointment to talk with your CPA about ways to protect your estate. (2/11/2013)

Questions to ask before opening your own business
Have you always dreamed of being a business owner? Before jumping in, especially in this economy, it's important to ask yourself some important questions to safeguard your investment. (1/28/2013)

Protect elderly parents' finances from scams
As parents age, money issues become increasingly important and often more sensitive. Controlling your own money is a tangible sign of independence. Parents may hesitate to give up that control to children. Yet, you need to discuss finances with elderly parents. (1/14/2013)


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