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Speak Up About Your Finances

Speak Up About Your Finances

How often do you take time to talk about your finances? Once a year while preparing your tax return? Only when a financial emergency pops up? Or are money matters a topic you avoid entirely? If discussing financial goals makes you uncomfortable, you’re certainly...
Portability Can Simplify Estate Planning

Portability Can Simplify Estate Planning

Final IRS regulations will help married couples pass more estate assets to heirs without creating complicated trusts. The “portability” rules allow surviving spouses to retain the unused portion of a deceased husband or wife’s estate exemption – if the rules are...
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