by Brian Hare, CPA, CGMA | Oct 5, 2018 | Estate Planning
Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to the next generation. One of the best ways to reduce your investment risk is to diversify your holdings. But it’s not...
by Brian Hare, CPA, CGMA | Jul 12, 2018 | Estate Planning
Do you make sizable gifts to charitable causes? If you’re fortunate enough to afford it, you can realize personal gratification from your generosity and may be able to claim a deduction on your tax return. But once you turn over the money or assets, you generally have...
