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Control Your Legacy with a Private Foundation Private foundations can let you control your gifts, reduce taxes and impart your values to future generations. Call it the golf and gala glut: the growing list of charitable parties, balls...Read More
Help Your Family Plan Your Care Avoid misunderstandings by planning now for the day you can no longer care for yourself. Becoming increasingly dependent on others for the normal activities of daily life can be a harsh reality. It can...Read More
With the New Year approaching, take time to make a list of your financial resolutions. Financial resolutions can be especially difficult to stick with because, like eating and exercising, our spending, saving and investing habits tend...Read More
Free Credit Reports: Have you requested yours? Thanks to the federal Fair Credit Reporting Act (FCRA), all Americans have access to a free copy of their credit report. It requires the consumer reporting companies to provide a free copy...Read More
A Lasting Legacy Why planning for long-term care is so necessary in today’s world. James and Irene Norris have been married for 65 years, raised two sons, and owned and operated a small business together for more than 50 years....Read More
Four Basic Estate Planning Documents Estate planning is less overwhelming if you break it into four areas of focus. Being prepared for major life and death decisions requires thoughtful, thorough planning. When it comes to your estate,...Read More