Estate Planning Tag
“Death Taxes”…
You have just received an inheritance. What do you do now? You could spend it on some extravagance, but you would be better off doing two things first: assessing the tax ramifications and thinking about some investment options.
A Planning Epidemic, Post Pandemic (Covid-19)
With the recent turmoil in the financial markets, I have undoubtedly been spending a great deal of time managing and calming my clients’ expectations and fears regarding their portfolios and financial future.