“Anybody with wealth needs to plan,” says Shenkman. Estates with values exceeding the exemption amount by more than $1 ...

One of the things that has become very clear to me during my time as a wedding coordinator is that DIY wedding planning checklists are very different than wedding planning checklists for other ...

Year-end is here, and while 2019 closes and another decade begins, it’s time for brokers, carriers, and owner operators to proactively plan for 2020. Year-end is more than just preparing financials ...

Feeling overwhelmed with trying to draft the ultimate and simple wedding checklist? In this post is all the help you need to plan your wedding like an expert! pixabay.com Wedding planning comes with ...

As we wrap up a season of joyous feasts and a copious amount of family time, it’s a perfect time to remember how important family is, as we are aware that we will not be here forever. It may be a ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a ...

When income is distributed to stockholders of U.S. corporations there are two levels of taxation: one at the corporate level (as adjusted net income) and one at the stockholder level (as dividend ...

Tax strategy doesn't just happen in April. While it may feel like you just filed your 2024 taxes a minute ago, the time to set yourself up for success in your 2025 taxes is now. Most high earners with ...

When you first get engaged the number of things that have to be done before the big day can seem overwhelming. A good wedding-planning timeline can give you great peace of mind. We’ve started our ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...