taxes

Temporary Tax Provisions Set to Expire in 2014

2016-12-14T17:06:57-08:00

Some may be renewed, others may not be. At the end of every year, certain federal tax breaks face a sunset. Some are renewed, some expire. As 2014 will soon start, here is a list of some of notable tax provisions that may go away next year – offering some opportunities that you may want [...]

Temporary Tax Provisions Set to Expire in 20142016-12-14T17:06:57-08:00

Questions to Ask When Drafting an Estate Plan

2016-12-14T17:07:04-08:00

Because you've worked hard to create a secure and comfortable lifestyle for your family, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about. [...]

Questions to Ask When Drafting an Estate Plan2016-12-14T17:07:04-08:00

Which Financial Documents Should You Keep On File?

2016-12-14T17:07:05-08:00

You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life. Organization will help you, your advisors [...]

Which Financial Documents Should You Keep On File?2016-12-14T17:07:05-08:00
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