Thoughts

Helping your clients with the year-round effort to maintain your tax strategy.

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial professional to help keep your estate and your loved ones well-organized and prepared.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.

This blog will provide tips to help people understand what documents they should keep and what documents they should shred.