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

Save money on “sweet” gifts for that special someone!

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Valentine’s Day some may think that this is just another Hallmark holiday – a day to buy chocolates in a heart shaped box, a dozen roses or dinner at an exclusive restaurant. However, Valentine’s Day does have a romantic history. Continue reading