Planning for Blended Families and Second Marriages

State death taxes have emerged as the primary concern for most individuals because it’s not unusual for a state to assess taxes even where federal taxes are avoided. Furthermore, in light of the recent proposed changes at the federal level, individuals should consider reviewing their estate plans. Click the link below to view the full list […]

A careful review of a client’s tax returns can provide insight into their insurance and financial planning needs. A review of the lines on a tax return can lead to conversations about:Basic needs analysis and college fundingRetirement and extended care planningLegacy & charitable planningBusiness planningAdditionally, comparing last year’s tax return to this year’s tax return […]