Family Limited Partnership: Estate Freeze Technique

A family limited partnership (FLP) is a limited partnership created under and governed by state law and of which two or more family members serve as limited and/or general partners. It can be a powerful estate planning tool that (1) reduces income and transfer taxes, (2) permits you to distribute business assets to your heirs while retaining control of the business, (3) ensures continued family ownership of the business, and (4) provides liability protection to the limited partners.

Read more

Where Do We Add Value?

Read more

Market Update for the Quarter Ending December 31, 2016

Strong end to the year for financial markets

Read more

Buying Insurance: What Savvy Customers Should Know

You're ready to buy an insurance policy, but you feel a bit uneasy embarking into the insurance world. After all, the language can be technical, and you're wary of insurance agents throwing sales pitches at you. Whether you're buying an auto policy, a homeowners policy, a life insurance policy, or some other type of policy, here are some general tips to help you tread the insurance waters.

Read more

Test Your Knowledge of Financial Basics

 
How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics. In the answer section, you'll find details to help you learn more.

41% of American households do not have enough money in a liquid savings vehicle to cover a $2,000 expense.

Read more