Fiscal Cliff Notes

“This is not a prediction, it is a certainty–there will be serious disruption in the world’s financial services industry…. It’s going to be ugly.” – The Times, London, 1999 (discussing the “Y2K” threat) Years ago in the midst of another date-specific moment in time, the world became obsessed that planes would drop from the sky … Continued

Estate Planning Basics: Things to Consider

Estate planning is much more involved and offers more benefits than simply a plan to reduce your tax bill.  In addition to issues that affect your family and control of your assets after your death, estate planning must also account for prevailing legislation that governs estates.  For example, the American Taxpayer Relief Act of 2012 … Continued