18 December, 2019 Tax Planning

Year End Distributions

As we get closer to the end of the fiscal year, many savvy investors will be looking to ensure they have taken advantage of all of the year-end tax planning opportunities available, or at least those that are useful to them. There are different programs...

09 December, 2019

Charitable Giving

One of life’s greatest satisfactions is knowing that you’ve made a difference. And when that difference comes from charitable giving, you’re able to support a cause you believe in and help the lives of others. At some point in your life, your charitable...

04 December, 2019

Appointing an Executor

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. That’s because you must consider a number of issues and consequences that may point you in another direction. On the personal side...