Estate Planning

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20 04, 2014

401(k), Roth IRA & Health Savings Accounts Tax Benefits

By |April 20th, 2014|Estate Planning|0 Comments

When examining different investment options, a point of consideration for any potential investment are the tax benefits of the investment. In this post I will be examining the tax benefits of three common investment options that many take advantage of; 401(k) plans, Roth IRA plans, and Health Savings Accounts. Tax Benefits of 401(k), Roth IRA [...]

10 02, 2014

Estate Planning for Small and Midsized Estates

By |February 10th, 2014|Estate Planning|0 Comments

Many people who have small and medium-sized estates are often lax in their estate planning strategies. While those in smaller estates do not live under the same threat of massive estate and gift tax concerns that those with large estates deal with, proper estate planning not only can save an estate a substantial amount of [...]

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