It is particularly important to pay attention to your estate and income tax planning this year, as we approach the fiscal cliff, sunset of some attractive tax laws and the potential of some additional taxes. The following are some strategies you may want to consider as we move toward year end.

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A long-standing argument in the investment community has been whether active management of a portfolio can actually produce better investment results than a passive portfolio. And with the volatility of the markets in recent history, this conversation seems to have ...

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As tax time approaches and you are gathering information for your tax preparer, it is a good time to visit or revisit your estate plan. A common misconception is that estate plans are reserved for the ultra-wealthy and that most ...

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On March 13, Federal Reserve Chairman Ben Bernanke reiterated the Federal Open Market Committee’s intention to keep interest rates low through 2014. This is welcome news for mortgage borrowers or those invested in equities, as investors may decide to move ...

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Life is full of risks. Usually we can identify risk and measure it. In our personal lives, it is deciding whether to speed up or slow down when confronted with a yellow light, crossing the street quickly to avoid a ...

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As spring approaches and tax season is upon us, it is a good time to think about planning strategies for 2012, including philanthropic legacy planning, also known as planned giving. Generally speaking, a planned gift is a promise made to ...

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Federal Reserve Chairman Ben Bernanke has announced that short-term interest rates will remain low (near 0 percent) through the end of 2014. Is this good or bad? As with most things, it depends. The bad news is that the reason ...

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Over the last 10 years, investors have certainly had many issues facing them as they make long-term decisions regarding their investment strategy. The most recent issue affecting the markets is Europe (although the budget debate in the U.S. is a ...

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You’ve heard stories about how the lack of financial and estate planning can force families to sell their homes and family heirlooms to pay estate taxes at the death of a loved one. Many of us are aware of basic ...

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A friend of mine recently moved his elderly mother into an assisted living facility. It was a difficult decision for the family to make, but a necessary one given the human and financial resources required for her to continue to ...

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