Killing Several Birds with One Stone In planning for your retirement, you may face several financial issues. Maybe you’d like to generate retirement income, but don’t want to pay capital gains tax on investments you’ve held for several years. Perhaps you’d like to minimize your income taxes during retirement. You also might like to reduce [...]

With more Americans living into fragility, POAs and other advanced directives are becoming more important. The point of the POA. A Power of Attorney is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated or mentally incompetent, the POA assigns a trusted party to make decisions on [...]

What’s Your Plan? If you’d like to ensure your assets are distributed as you’d like them to be when you die, estate planning is the answer. Successful estate planning can help transfer your assets to your beneficiaries efficiently and with minimal tax consequences. Estate planning can also assure that family members know how you’d like [...]