This portion of your financial plan contains a sample analysis of an estate settlement arrangement. The intention is to illustrate the anticipated settlement expenses and disclose any potential problems in a plan. This section will provide facts upon which to base...
A number of years ago, Vance Packard wrote a best selling book called “The Hidden Persuaders.” The book explored at length the reasons (usually subliminal) people buy certain products including, among other things, life insurance. In the book, Packard quotes from a...
Congress has long recognized the need for public support of charitable religious organizations and has provided favorable tax treatment for gifts to organizations that the Internal Revenue Service determines to be qualified charities. Lifetime gifts to qualified...