Planning for the Future

The Prodigal Son: Wealth Transfer for the Wayward Child
January 12, 2015

The Prodigal Son: Wealth Transfer for the Wayward Child

  The parable of the prodigal son is one of the most famous estate planning stories ever told. Interestingly enough, it is as relevant today as it was in biblical times, touching on some of the core issues that families of every faith wrestle with...

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Should You Switch 529 Plans?
December 04, 2014

Should You Switch 529 Plans?

The higher your tax bracket, the more you can appreciate the best 529 college savings plans—state-sponsored programs that allow you to invest money that grows tax-deferred and that can be used tax-free for qualified higher education costs and saving for college.

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5 Tax Planning Tips for the New Year
February 27, 2014

5 Tax Planning Tips for the New Year

                  While many experts believe the economy is on the road to recovery, most agree that the road could be quite slow. That's especially true in the financial markets and in the tax arena, where potential increases in tax rates...

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