Tag: tax planning

Divorce & Taxes: The Lesser Known Sibling To Death & Taxes

Oct 25, 2017
For as long as I can remember financial professionals have joked that there are only two guarantees in this world; death and taxes.  At first, I didn’t quite understand the joke but as my professional...

3 Ways To Get Screwed During A Divorce

Oct 11, 2017
It it silly to think that had the marriage lasted the “hot and heavy” aggression would have been kept behind closed doors instead of feeling like you’re getting screwed during the divorce.  Now that the...

Tax Planning for Special Needs Families

Mar 15, 2017
Special Needs Planning involves many layers, one of which is managing the finances of those with special needs.  A guardian of the estate, power of attorney for financial management, or trustee of a special needs...