"Excellence in Estate Planning"

Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.