Provide & Protect
Thank you for visiting our site. I know you will enjoy your trip through the estate planning process. Discover some of the important reasons to provide for & protect your family. Learn about important life decisions involving family, healthcare, finances, and estate planning. MORE
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this...MORE
Identity Theft Takes $11 Billion From IRS
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund fraud. TIGTA produced a...MORE
Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....MORE