Making Annual $14,000 Gifts

What is the simplest estate planning tool around?  Gifting!  Make substantial annual gifts now while you can control the funds with flexibility.  Reap the benefits and fun of being with your heirs and others as they enjoy your generosity. In Continue reading

Reminder – Review your Credit Report Regularly

stack of credit cards

In light of the latest retailer security breach, we think it is important to remind everyone to check your credit report annually and to be vigilant about monitoring your bank and credit card account activity.  Maintaining a solid credit history Continue reading