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Do You Need an Estate Plan?
I’m often asked this question: “With the federal estate tax exemption amounts being so high, do I really need an estate plan?” The answer I give is “Absolutely yes!”
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Why Roth Conversion Planning Is Important At Retirement
With the SECURE Act 2.0 delaying Required Minimum Distributions to age 73, and higher marginal brackets a likely reality in the near future, annual income tax planning has become even more important.  
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Types, Features And Taxation Of Trusts
The areas of trust planning and trust creation are vast and limited only by the imagination of the trust-makers, their attorney and the law.
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How To Best Handle the Choice Overload Phenomena
The jam study demonstrated the phenomena known as “choice overload problem” when humans are faced with choices, less is better.
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Common Money Personalities
Successful people come in a variety of types, but a common denominator in successful people is that they have a good awareness of their own personality with money. Money personalities affect the way we behave when making financial decisions and how we go about spending, saving and investing. It really helps to know our own...
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Stop the Scam: Tips and Tricks for Recognizing and Stopping Scams
March 9, 2023 is National Slam the Scam Day sponsored by the Social Security Administration (SSA).
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How To Prioritize Lifestyle Medicine To Increase Your Healthspan
“Your health isn’t everything, but without your health, everything is nothing.” Asheville-based cardiologist Dr. Brian Asbill isn’t sure who initially said this quote, but he adamantly believes in it.
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The Role Of The Trustee
The trustee acts as the legal owner of trust assets and is responsible for handling any of the assets held in trust, filing taxes for the trust and distributing the assets according to the terms of the trust.
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Dealing With the Rising Cost of Healthcare
The cost of health care in the U.S. continues to rise with no slowdown in sight. According to the Centers for Medicare &Medicaid Services (CMS), healthcare spending in the U.S. is projected to grow at an average annual rate of 5.4% and reach $6.2 trillion by 2028. Average Americans, regardless of their health, are feeling the...
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Three Small-Business Transfer Strategies
As a wealth management firm, we have long preached the benefits of owning shares of public companies as an investment vehicle to build long-term wealth. We are clearly not alone in this endeavor. There are many news agencies and television programs that spend countless hours debating if and when investors should buy and/or sell certain...
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