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

Need a Simple Employee Retirement Plan? An SEP maybe right for you.

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A Simplified Employee Pension plan (or “SEP”) is a retirement plan established by a business. Though the plan was specifically designed for self-employed individuals and small business owners, almost any type of employer can establish an SEP plan. Sole proprietors, Continue reading