Man holding black pen writing word tax

What’s a Death Tax?

Sometimes people confuse the estate tax with an income tax, but it is not a tax on income. It is a transfer tax imposed on the wealthy at death.

Read More »
People Shaking Hands

Why Is Having a Financial Power of Attorney Important?

Imagine that tomorrow you suddenly become severely ill or incapacitated. Who would take care of your finances? How would they do it? If you don’t have a durable power of attorney, others, including your spouse, may not be able to conduct all your financial affairs on your behalf.

Read More »

Recent Posts