Newsletter
An Important Gift to Your Family
February 20, 2014
Preparing for end-of-life decisions as part of a Legacy Plan is not a subject many of us wish to think […]
Five Questions to Kick Start Legacy Planning
January 6, 2014
The start of the year often begins with goal setting. What are your New Year’s Resolutions? What do you want […]
Benchmark Your Business Banking for a Successful 2014
January 6, 2014
Successful business owners and operators are adept at responding to changes in their industry environments. Designing processes to efficiently and […]
One Conversation Can Connect Generations
November 14, 2013
By Jim Sprout Many of us want to talk to our children and grandchildren about our hopes for them after […]
What to Know Before You Go | Philanthropic Travel
September 9, 2013
As summer starts to wind down and fall begins, many find that it’s a great time to begin planning for […]
The “Tax”-ing work of Estate Planning: What to Do After the American Taxpayer Relief Act of 2012
September 9, 2013
For many, the second half of 2012 was a stressful time for estate planning decisions. Concerned about the potential effects […]
American Taxpayer Relief Act of 2012 | Tax Highlights
January 15, 2013
The American Taxpayer Relief Act of 2012 passed in the 11th hour was signed into law by President Obama on January 2, 2013. The following are some of the key highlights to be aware of for your businesses and individual tax situations.
Offset the Impact: The American Taxpayer Relief Act of 2012
January 14, 2013
The “Fiscal Cliff” kept financial advisors and their clients in a state of flux for the better part of 2012. To avert this looming financial crisis, the U.S. House of Representatives approved the American Taxpayer Relief Act of 2012 (the Act) on January 1, 2013. Below we’ve outlined several provisions which may affect you and some considerations to help you offset the impact.
2012 Year in Review: Insights from our leaders
December 10, 2012
As 2012 comes to a close, there is a significant question about what the markets will bring for investors in the coming year. With the impending fiscal cliff and uncertainty in the global market, current trends such as decreased investing and the Generation Skipping Transfer Tax may yield insights onto what the financial markets could expect for next year.
To Give or Not to Give: How to Decide at the Holidays
November 8, 2012
The time of year is fast approaching when your mailbox will overflow with holiday appeals. Whether sponsoring meals for the […]