Our quarterly Legacy Press spring newsletter provides insight on how to make a Roth contribution, ROI vs Return on Life & our next Make a Difference event.
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April
17
2015
April
10
2015
Learn how to recast your mortgage in order to receive lower monthly payments.
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March
13
2015
Dynasty Trust planning is designed to minimize the amount of taxes paid, predominantly estate, gift and generation-skipping taxes.
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March
6
2015
“Joint with Rights of Survivorship,” or “JTWROS,” is a type of ownership that affords two or more people equal ownership in an asset, which includes access.
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February
27
2015
Not too long ago, I attended the American Institute of Certified Public Accountants (AICPA) Advanced Personal Financial Planning conference. Mitch… Read more »
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February
20
2015
When our financial advisor played Roulette for the first time, he started considering biases.
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