Financial Windfall

Asset Protection in Estate Planning

Capital Gains Tax

Charitable Gifting

Charitable Giving

Choosing and Evaluating Financial Professionals

Congratulations: You’ve Won the Lottery and You’re Suddenly Wealthy!

Creating an Investment Portfolio

Do I need an attorney to prepare my will?

Gift and Estate Taxes

Gifting for Education Savings

How often do I need to review my estate plan?

How to minimize taxes on an estate?

How will estate taxes be paid if I leave no provision in my will?

I just made a gift. Do I have to file a gift tax return?

Introduction to Designing and Managing an Investment Portfolio

Introduction to Estate Planning

Investment Planning: The Basics

Investment Tax Planning

Life Insurance as a Wealth Replacement Tool

Life Insurance Basics

Life Insurance: Do You Need It?

Lifetime (Noncharitable) Gifting

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

Private Foundations

Selecting a Trustee

Should You Pay Off Your Mortgage or Invest?

Tax Consequences of Selling Interest in Business

Trust Basics

Wealth Due to Inheritance

What is the alternative minimum tax?

What is the applicable exclusion amount?

What makes up my taxable estate?

What will happen if I die without a will?

What’s the best way to handle a financial windfall?