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Greg Tinaglia
December 26, 2015

An Efficient Way to Move Money to Heirs

Greg Tinaglia
December 26, 2015

Named for a Methodist minister, who figured out how to make tax-free gifts, the Crummey Trust permits gifts to future heirs while retaining some control...

Tagged: Crummey, Trusts, Heirs, Estate, Will Planning, Retirement Education

Carol Chaudet
November 2, 2015

Two Buy-Sell Design Problems

Carol Chaudet
November 2, 2015

Business owners are often faced with the questions, "Do I need a buy-sell agreement?" The answer is "Yes", but only if the buy-sell agreement is properly designed and drafted and fits your situation.

Tagged: Business, Buy-Sell Agreement, Succession Plan, Estate Planning, retirement education, Retirement Education

Greg Tinaglia
October 3, 2015

The Key Care Needs for Your Aging Parents

Greg Tinaglia
October 3, 2015

A Brief Overview and Checklist

Tagged: Eldercare, Retirement Education

Greg Tinaglia
July 31, 2015

Preparing to Sell Your Business

Greg Tinaglia
July 31, 2015

The key is not to prioritize what's on your schedule, but to schedule your priorities.

Tagged: Business, Valuation, Sale, Retirement Education

Carol Chaudet
June 1, 2015

A Brief Look Into The Federal Gift Tax Rules:

Carol Chaudet
June 1, 2015

Knowing the federal gift tax rules will help make sure that your generosity doesn't cost you more. 

Tagged: gift tax, Retirement Education

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