It is important that we stay organized with our financial affairs. We reccomend keeping certain important information in a safe, easy to find spot in case in the future aspouse, family member, or frie...
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Dont Forget These Two Simple Steps When Estate Planning
The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...
How to Save the Family Cottage
We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...
