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Financial Tools & Info

Please visit the collection of financial calculators and informative blog articles below. They will give you insightful information and help propel you towards your investment and retirement goals.

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Related Blog Articles

Who Should Settle Your Estate Plan – Or Be Your Trustee?

One of the most important questions to be addressed in an estate plan is the choice of the executor to supervise the settlement of the estate. If a trust is part of the plan, the choice of trustee is equally crucial. The first thought that many parents may have is to...

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5 Reasons for a Trust

A trust plays a crucial role in thoughtful estate planning. You might think that the doubling of the amount exempt from federal estate and gift tax ($11.4 million per person in 2019) would reduce the need for estate planning, given that so few families will now need...

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Gift Taxes Q&A

The gift tax is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return. The tax applies whether the donor intends the transfer to be a gift or not. The gift tax applies to the transfer by gift of any...

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