While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. There is no question that doing so can be a powerful way to
[image_frame style="framed" align="left" title="Estate Planning"]/wp-content/uploads/2012/07/Elderly-walking-away-e1342018822849.jpg[/image_frame][dropcap4 variation="red"]L[/dropcap4]ast week we received a call from one of our clients whose father had died recently. When she came into the office and provided the Will for our