Year-End Financial Checklist

Year-end lists are ubiquitous but that does not mean they are not useful. If you think you need to do something about your finances before the end of the year but aren’t sure what, maybe something on this list will be of help.   Contribute to Your...

Read More

Charitable Giving

An Introduction to Estate Planning – Part 4 I read about a well-off senior couple who had four children. They decided to “adopt a fifth child” for estate planning purposes. This meant that, in their will, instead of distributing their assets four ways equally among their...

Read More