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Our news articles are posted on a regular basis to give our clients relevant and timely information about matters pertaining to our financial services. Browse through our current and archived articles to learn more.

Tag Archives: Estate Planning

Financial & Wealth :: How Can I Control the Distribution of My Estate?

There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different challenges and opportunities. If you haven’t taken steps already, it’s … Read more

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Financial & Wealth :: Save Now or Save Later?

  Most people have good intentions about saving for retirement. But few know when they should start and how much they should save.           Sometimes it might seem that the expenses of today make it too … Read more

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Accounting & Tax :: How to Use the Internal Revenue Service Rules and Regulations to Achieve Estate Tax Savings


The use of trusts known as Intentionally Defective Grantor Trusts (IDGT) may provide the opportunity for estate tax savings by using the IRS rules and regulations in your favor. In this instance, the term defective does not mean that it … Read more

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Financial & Wealth Services :: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

After the Federal Open Market Committee (FOMC) met on August 9, the Federal Reserve announced that it anticipated the federal funds rate to remain “exceptionally” low until mid-2013, citing a slower-than-expected recovery, high unemployment, and increasing downside risks to the … Read more

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Time Is Running Out to Utilize the Full $5.12 Million Gift Tax Exclusion Expiring 12/31/12

Preferential gift and estate tax treatment afforded under current law is set to expire on December 31, 2012. Individuals with assets in excess of $1 million should consider taking steps now to take advantage of this favorable tax law before … Read more

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