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Category Archive for "Estate Planning"

Getting Someone Else to Pay Your Taxes – Strategies To Minimize Estate Taxes

Jan 05 2023

To paraphrase Benjamin Franklin, there are two things in life that are certain – death and taxes.  While we haven’t figured out…

Don’t Try This at Home:  How to Build a Stable of Experts to Help with Financial Matters

Jul 05 2022

By Jessica Lanning, JD, CFP® July 5, 2022   There’s a line from the 1964 film Zorba the Greek, where Zorba (played…

The Do-It-Yourselfers’ Survival Guide to Hiring a Financial Planner

Jun 02 2022

June 1, 2022   Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own…

Financial Planning Excels with Complementary Services

Nov 08 2021

November 2021 Financial planning encompasses a long list of analyses and tasks.  The reality is that my firm alone can’t possibly do…

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