The Importance of Beneficiary Designations

By: Mary McCraw, CFP® A well-crafted estate plan can ensure that your wishes are carried out with minimal hassles for your heirs. People spend a lot of time and money putting an estate plan in place and often overlook an…

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Posted: Nov 13 2015
Tags: Beneficiary Designations, Estate Plans

Forget a Garage Sale: This Trick is so Much Better

By: Kristina Bolhouse, CPA/PFS, CFP® With the heat of summer, sometimes it’s easier to clean inside than work outdoors. It’s tempting to say, “Someday we will have a garage sale” and stick old clothes and other items in a corner…

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Posted: Sep 11 2015
Tags: Deductions, Donating, Federal Tax Return, Goodwill

View From the Trenches

By: Kristina Bolhouse, CPA/PFS, CFP® Like the impact of a new drug or medical treatment, we are now seeing firsthand the benefits of good estate planning as well as the implications of the new estate tax law changes that went…

The Importance of Beneficiary Designations

By: Mary McCraw, CFP® A well-crafted estate plan can ensure that your wishes are carried out with minimal hassles for your heirs. People spend a lot of time and money putting an estate plan in place and often overlook an…

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Posted: Jul 10 2015
Tags: Beneficiary Designations, Estate Plan