Donor-Advised Funds Provide Clear Advantages
10-Feb-2018
Donor-advised funds, or DAFs, are becoming more popular with business owners and highly compensated individuals because of their many advantages. DAFs have been compared to a savin ...
Estate Planning Changes You Need to Consider Before 2020
10-Jan-2018
Now that 2019 has arrived, your estate planning strategies need a rigorous review — and possibly some revisions and updating — before next year. If you’re like most highly co ...
Why You Need an Asset Protection Plan Right Now
10-Jan-2018
Whatever your net worth may be, an asset protection plan helps you reduce risk and preserve as much of your wealth as possible. For small-business owners and highly compensated ind ...