Wills – Don’t Be “Penny-Wise and Pound-Foolish”
We are all self-sufficient and believe we have the answers to everything. Why hire a
Specialized Estate Planning Techniques
There are several areas of estate planning that provide unique opportunities to enhance tax and
Conservation Easements – Easy Tax Savings (Update)
You may not be able to have your cake and eat it too, but you
Which Comes First? Estate Planning or Exit Planning?
I would like to share an excellent article with you written by Denis M. Brown from Pace Capital
Georgia Education Expense Tax Credit – Do Not Wait, Apply for Approval Now
The Georgia Department of Revenue has already approved 50% of the $58M education expense tax
Musings from the CEO (Fall 2013)
Here’s a dire prediction. You will remember 2013 as the year your taxes really went
Wealth Transfer Strategies
Wealth transfer strategies are at the core of our business. This recent article featured in
The 2013 Medicare Surtax: What You Need to Know
The American Taxpayer Relief Act of 2012 and the Patient Protection and Affordable Care Act
Musings From The CEO (Summer 2013)
Late last year many of our clients were scurrying around to do some last minute
The Life Insurance Question
As Estate Planners, we often get asked about life insurance. Do I need it? How
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