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The Most Important Plan You’ll Make

Whether or not we do it regularly, all of us know how to plan ahead: We plan for travel and vacation, we plan weddings, and we plan for natural disasters, for retirement, or what to make for dinner tomorrow night. Why is it, then, that so few of us will create a plan...

The Estate Tax Countdown Has Passed

When the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) was passed in 2001, it seemed as if estate taxes would soon be a thing of the past. The term estate taxes would become an unpleasant reminder of an old and unnecessary law. EGTRRA removed estate taxes...

The Not Quite Empty Nest Syndrome

It’s that time of year when many high school seniors are starting to prepare for graduation and eventually to head off to college; these seniors are close to turning—or in some cases have already turned—eighteen. It’s almost time to spread their wings, leave the nest,...