Ep 73: Top Tax Tips for Filing in 2021

As you file your 2020 taxes, what do you need to be aware of to account for that unprecedented year? What changes were made and how should you prepare? We’ll fill you in on the top tax tips.

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Ep 54: Do You Need a Trust?

Is a trust something everyone has or just the really wealthy? Do you need it as a part of your estate plan?

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Ep 37: Best Intentions But Bad Advice?

As you try to make the best decisions, you may get a lot of bad advice–even from people with good intentions. How do you know who to listen to? Whose advice is bad and whose is good? We’ll look at four common people we turn to and explain why you should be careful. 

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