Insights
10 Common Mistakes in Estate Planning
By William B. Smith, CFP®
When it comes to basic estate planning, there are some common mistakes that we continue to run into. Let’s talk about what they are and how you can avoid them when making or updating your estate plan.
Changes in Federal Estate and Gift Tax System
By William B. Smith, CFP®
On December 17, 2010 Congress passed the Tax Relief Act which makes the following changes to the federal estate and gift tax system
By William B. Smith, CFP®
What an interesting year! You may need to take a deep breath from the wild ride we had in 2010! We started the year full of expectation although cautious at best. [ read more... ]
In the News:
Innealta Special Update: Japan
March 2011
Even as we express our hopes for recovery and renewal for the Janpanse nation, we remain very concerned about the increased strain the recent disaster will have on both the Japanese and global economy in the coming months and years. [read more...]
