Articles

The following articles have been selected encourage questions you may have about your own personal financial planning needs.  Please be sure to give us a call or send us an email if you have any questions. 

COMMENTARY

• The Pursuit of Happiness  

• If You Ask My Advice...  

• Why You Need An Estate Plan

• Proper Estate Planning

• Effective Gift Giving

• Business Entities

• Estate Freezing Techniques

• Avoiding Probate Court

• Purpose Of Estate Planning

TRUSTS

• Why You Need A Trust

• Types Of Will And Trusts

• Charitable Trust Overview

• Avoiding Trust Scams

• Irrevocable Trusts

• Revocable Living Trusts or Inter-Vivos Trusts

• How Much Do You Know About Trusts?

• Estate Planning For Couples: (A/B/C) Trust

FUNDS

• How Mutual Funds Lost Their Way NEW!

INDEXES

• Description of the Market and Indices

• Indexes: Why the Critics are Wrong  

TAXES

• Taxes Are As Certain As Death

WILLS

• Why You Need A Will

• Types Of Will And Trusts

THIRD PARTY RESOURCES

• Tax Bites (http://www.taxfoundation.org)  NEW!

• Budget Central (http://www.tuliptreepress.com) 

• Sample Family Budget (http://www.lycos.com)

• SEC Mutual Fund Cost Calculator (http://www.sec.gov)

• MSN Retirement Workshop (http://www.msn.com)

• Do Your Heirs A Favor: Plan For Estate Taxes (http://www.msn.com)

• How To Reduce Taxes To Save your Family's Business (http://www.msn.com)

• Taxing Retirement Barron's Online

The following PDF files require Adobe's Acrobat reader which can be downloaded free of charge from the link below.

• A Scorecard On Death Tax Reform (William W. Bleach, The Heritage Foundation)

• The Economics Of The Estate Tax (Joint Economic Committee, United States Congress)

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