February 12, 2014
What Are the Different Classes of Assets?
When it comes to investing their money, many people are content to take a random approach. They may have received a hot tip for a particular investment and decided to…
February 12, 2014
What Is Asset Allocation?
Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This is certainly true when it…
February 12, 2014
What College Investment Options Do I Have?
As tax laws change, college investment planning becomes increasingly complex. The most beneficial strategies for creating a college fund are quite similar to other investment tactics. Investment products that are…
February 12, 2014
What Is Dollar-Cost Averaging?
Every investor dreams of buying into the market at a low point, just before it hits an upswing, and garnering a large profit from selling at the market’s peak. But…
February 12, 2014
529 Lesson Plan: High Scores for 529 College Savings Program
Looking for a tax-advantaged college savings plan that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition?…
February 12, 2014
History of the Federal Estate Tax
The history of estate taxes in America has been a long and winding road. Careful estate planning is still one of the most important ways to manage and protect your…
February 12, 2014
What Is the Best Form of Property Ownership for Me?
In planning your estate, it is customary to consider wills and trusts (as well as intestacy) as a means of property distribution. As a matter of fact, the manner in…
February 12, 2014
Could My Family Benefit from a Family Limited Partnership?
Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.…
February 12, 2014
How Can I Benefit from a Wealth Replacement Trust?
Charitable giving can be a rewarding experience by allowing you to both give and receive. To enjoy the benefits of charitable giving, you can utilize a variety of strategies. The…
February 12, 2014
How Can I Benefit from a Charitable Remainder Trust?
Sometimes it takes tough economic times and natural disasters to unite and bring out the best in people. Natural disasters such as hurricanes and earthquakes have served to bring communities…
