This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much life insurance would you need to produce a sufficient income stream for your family?