Plan to Win
I spent last weekend bicycle racing, my favorite activity! It was the Master State Championship, so considered a “big race” to some and a stepping stone to the National Championships for others. Thinking about how racers deal with “big races” whether it’s the local...
What happens when you’re gone?
I was asked recently why one would establish a trust when estate planning. If you have a “simple situation”, a trust isn’t necessary. A simple situation would be if you and your spouse have only been married once, are still married, are US citizens, and don’t have...
How to Save at Tax Time
It’s that time of year to dig through the files and prepare your tax return for 2015. As I prepare tax returns and talk with clients I realize there are some tidbits of the tax code that aren’t obvious that could save you money or problems down the road. I thought I’d...