Avoiding Probate: Is It Worth It?
April 21, 2015  | By Kevin Smith

When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process is governed by state law and is called probate. Probate proceedings fall under the jurisdiction…Read More

Prepare Now for a Year-End Investment Review
October 9, 2014  | By Kevin Smith

Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for making your meeting as productive as possible. Decide what you want to know One of the…Read More

Leaving Assets to Your Heirs: Income Tax Considerations
October 9, 2014  | By Kevin Smith

An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not all property is created equal–at least as far as federal income tax is concerned. When…Read More

Some Things to Consider about Gifts to Children
September 3, 2014  | By Kevin Smith

If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to your children, there are a number of things for you to consider. Transfers that are not taxable gifts There are a…Read More

“Creating a Will” Seminar Highlights
April 24, 2014  | By Kevin Smith

Our “Creating a Will” seminar was well-received by those who attended. The presenter, Marty Roos of Strasburger & Price LLP, did an excellent job of providing practical education to help the audience understand important considerations when planning for your estate….Read More

Critical Questions for Baby Boomers
January 8, 2014  | By Kevin Smith

If you have not addressed all of the following topics, please understand that many people have not. We hear far too many regrettable stories that could have been prevented with some basic planning. The purpose of this post is to…Read More