Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.