Reviewing Your Plan

Reviewing Your Plan

Reviewing Your Plan Estate planning is an ongoing process. You must not only develop and implement a plan that reflects your current financial and family situation, you must also constantly review your current plan to ensure it fits any changes in your circumstances....
Generation Skipping Tax

Generation Skipping Tax

Generation Skipping Tax You may be one of the lucky ones who is not only financially well-off yourself, but whose children are also financially set for life. The down side of this is that they also face the prospect of high taxes on their estates. You may also want to...