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Tax Strategies for Different Stages of Aging

We’re conditioned to think of 65 as the tipping point into old age. At least we used to. Actuarial tables combined with the attitude that ‘70 is the new 50’ mean that you can and should consider clients’ needs for protection from taxes at three distinct stages of old age.

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The Legal Documents Needed When Your Child Turns 18

We have a new crop of high school graduates getting ready to go off to college. It’s a time of pride and excitement as your daughter or son prepares to venture into the world. Before your 18-year-old heads out the door though, it’s important that you have certain legal documents in place. Accidents happen and you want to be sure that you can act on your child’s behalf and speak to healthcare providers should the need arise. Power of Attorney This document enables a designated individual, referred to as an “agent” or “attorney-in-fact,” to make financial decisions on behalf of

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