Businesses and individuals should review insurance coverages at least every three years. Call your insurance agent, broker or company representative and at least one other. I like to see my clients pay more taxes - because their profits are increasing dramatically. We can make a major difference in achieving those profits. Talk to us and see.
Most people have a problem talking about estate planning.
However, it is important to ensure the financial security of your family. The easiest and most common tool for estate planning is gift giving. Gifts can reduce your taxable estate while passing on wealth to whomever you wish. Gifts also serve as a valuable function in your income tax planning by shifting income-producing or appreciated properties to others who may be in a lower income tax bracket. There are advantages and disadvantages in giving gifts.