FINANCIAL SERVICES >> TAX PLANNING

Estate Planning

Planning ahead is difficult-especially when making arrangements for your family and property after your death. But it's important to take some time and leave clear instructions that provide for your loved ones. If you don't, the courts will decide what will happen to your money and possessions, or you may leave your family and friends with difficult decisions to make. Click here for more information.

How can I minimize taxes in retirement? There are a number of estate planning methods that can be used to minimize federal taxes on your estate. Click here

How many exemptions should I claim on my W-4?

If you claim too many withholding exemptions on the Form W-4 you file with your employer and you'll end up paying the to the IRS interest and penalties in addition to the under-withheld taxes when you file your income tax return. If you claim too few withholding exemptions and you'll end up lending the government your money interest free when it could be working for you in an interest bearing account or investment. Here's how to tweak your withholding so it benefits YOU, not the government.

There are many misconceptions about finances. The average American spends more time planning their family vacation than they do their family’s finances.