- Why Us
- Our Services
- Contact Us
- Client Portal
Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. As such, there are steps that you can take to make your life (and theirs) easier. Some people live their entire lives with little or no assistance from family and friends, but today Americans are living longer than ever before.
During the holiday season, charitable giving is often in full swing. As such, the following are some tips on how you can make the most of your donations.
1. Give appreciated stocks and mutual funds.
Below are summaries of some basic principles you should understand when evaluating an investment opportunity or making an investment decision. Rest assured, this is not rocket science. In fact, you'll see that the most important principle on which to base your investment education is simply good common sense. You've decided to start investing.
What is estate planning?
Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives.