Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.
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It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?Posted April 2018
If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.
So Where Are Your Most Important Estate-Planning Documents?Posted March 2018
For most of us, encountering one of life's milestones prompts us to prepare a will—and we finally go through the process of assigning assets to our loved ones and charitable beneficiaries.
Six Steps to Getting Your Estate Plan in Order in the New YearPosted February 2018
Sometimes things you don't address today can come back to haunt you tomorrow.
Booming Stock Market Creates Charitable Giving OpportunitiesPosted January 2018
The stock market went on quite a run in 2017, up about 25% during the course of the year. Even more impressive, it essentially went straight up throughout the year, with very few minor dips ...
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