Prince: No Will Now What
Prince’s death last week stands to make millionaires out of his six surviving siblings. That is, once the dust has settled. As of this...
May 3, 2016
Big Battles Over Little Things
People work their entire lives to create a nest egg and hopefully leave a lasting, positive legacy for their children and grandchildren....
Apr 25, 2016
Basics of "Basis"
"Basis" is an important income tax concept used to determine the amount of taxable income that results when you transfer an asset. The...
Apr 14, 2016
Tread Carefully: Naming Life Insurance Beneficiaries
Certain assets avoid probate because the owner of the asset is able to name beneficiaries who will receive the benefit at the owner’s...
Apr 1, 2016
The Beauty of a Roth IRA
Saving for retirement is a financial goal for most clients. Many of us are familiar with the terminology but aren’t quite sure what it...
Mar 17, 2016