Year-End Tax Planning and Tips

Looking to year-end Time is short and the holidays are always hectic, but consider carving out some time for year-end financial matters. A number of questions about proposed changes in the tax code have come my way. As the Build Back Better Act winds its way through Congress, early proposals have fallen by the wayside andContinue reading “Year-End Tax Planning and Tips”

Seven Deadly Estate Planning Mistakes to Avoid

Let’s ask a question that seemingly has an obvious answer. Why is estate planning important? First of all, when many hear the term “estate planning,” they quickly envision those who own mansions, various real estate holdings, large stock portfolios, expensive toys and priceless heirlooms. Please, put that stereotype out of your mind. Everyone should haveContinue reading Seven Deadly Estate Planning Mistakes to Avoid