The amount of information available in the financial services world is outstanding and overwhelming. It can be frusterating as there are so many contrarian views, and articles written by non-professio...
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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...
