generations of trust...decades of knowledge...since 1979

Welcome to our site!  Our focus is to develop and implement long term diversified strategies that seek to help you succeed in building, spending, and preserving your wealth.

With over 40 years experience we are privileged to work with individuals, multiple generations within families, business owners, retirees - people just like you.  Our clients are our best advocates.  We're good at what we do.

We invite you to experience the "fine art of planning" through our established processes, our customized services, and our people.  We believe you'll be glad you did!

 

 

                                                                                                                         
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

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