avoid the death tax

Want To Avoid The Death Tax? Here’s 5 Tips To Help You Avoid Probate

Five Simple Tips To Avoid The Death Tax “Is your estate plan up to date and complete?”  Although I am not an attorney, this is one of the first questions I ask clients when we begin our relationship, and during a financial planning review.  If your answer is “no” and you want to avoid the…

in memory of sgt. chesna

7 Simple Steps To Financial Clarity – Stop Procrastinating And Get ‘R Done Now!

Last Week’s Tragedy – In Memory of Sgt. Michael Chesna and Vera Adams A Warning About Charity Scams My thoughts and prayers are with the victims of last week’s shooting in Weymouth and their loved ones.  Sergeant Michael Chesna and Vera Adams, an innocent bystander were fatally shot early Sunday morning.  Sgt. Chesna left behind…