How Does Capital Gains Tax Policy Affect Estate Planning?

How Does Capital Gains Tax Policy Affect Estate Planning?

If you are looking to create or update your estate plan, you will want to understand how capital gains tax can affect your estate planning strategy. Failure to take capital gains tax policy into account can result in unexpected tax bills for your heirs when you...

Can Real Estate Be a Good Investment for Retirement?

Can Real Estate Be a Good Investment for Retirement?

There are many ways to invest for retirement purposes. Most people are familiar with traditional methods of preparing for retirement, such as a 401(k), IRA or even a portfolio of stocks and bonds. However, not everybody considers the potential of investing in real...

Six Essentials Every Estate Plan Must Have

Six Essentials Every Estate Plan Must Have

Anyone who wants to make sure that their intended beneficiaries receive their estate’s assets after passing away should develop a comprehensive and effective estate plan. Failing to do so can have serious consequences for your heirs. It can result in your assets not...

What is the Cost of Ignoring Financial Advice

What is the Cost of Ignoring Financial Advice

Professional financial advisors are highly educated and well-trained to provide you with guidance on making significant financial decisions. Yet, despite hiring a financial advisor to do exactly this, many people still end up ignoring the advice given by their...

Life Insurance for Estate Planning and Financial Goals

Life Insurance for Estate Planning and Financial Goals

Have you neglected finding a life insurance policy? Maybe you figure you do not need it since you are not married and have no children. Well, you would not be alone if this is the case since it turns out that only 59 percent of Americans have a life insurance policy,...

How to Protect Yourself From Covid-19 Scammers

How to Protect Yourself From Covid-19 Scammers

With the Covid-19 pandemic ravaging all parts of the world without exception, many people have discovered a newfound solidarity with their fellow human beings. Unfortunately, not everybody has embraced this sentiment, particularly scammers who have taken advantage of...

Healthy Habits of Centenarians

Healthy Habits of Centenarians

Although the number of people living to 100 years of age is increasing, this is still a lofty number of years to remain alive. Scientists and researchers have long sought to figure out what it is that makes some people more likely to live to become centenarians. Many...

Estate Planning Mistakes You Should Avoid

Estate Planning Mistakes You Should Avoid

Unless you are a Buddhist monk, you probably try to avoid thinking about your own death. On the other hand, not thinking about the inevitable does not change the fact that eventually death is something that will occur. Therefore, it is a good idea to start planning...

Do These Things to Grow Your Business

Do These Things to Grow Your Business

No matter where you are in the development of your business you should always be on the lookout for ways to grow. This is important in most industries which face some type of competition which is just about every industry. If you do not continue to grow your market...

We're Here To Help

Michigan Office

420 South Brown Street
Jackson, MI 49203

Arizona Office

2375 E. Camelback Road, Suite 600
Phoenix, AZ 85016

Call Us