Because the value of an asset can change based on market conditions, it is a good idea to have assets appraised shortly before establishing inheritance. A recent appraisal helps you make the most informed financial decision.
Yes. Actors, actresses, and athletes, for example, often receive large, infrequent payments, as they choose which films to accept. Regardless of when and how you are paid, we can help you develop a plan for daily spending that is within your means and addresses your wants and needs.
Yes. We can manage your cash flow and bill payment needs. You can relax and enjoy life, with the confidence that your wealth is skillfully managed to serve you in the future.
Standard bank accounts are not ideal for holding the majority of your money long-term. The federal government insures bank customers for a maximum of $250,000 of their total money held by a bank. This means that if your bank failed and lost your money, you would be entitled to collect only $250,000 of what you […]
How new money affects your taxes depends on how much money you receive, the terms on which you receive it, and which state you receive it in, as state taxes vary. After we know the details of your situation, we can inform you of your specific tax responsibilities.