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Estate Planning Tips for People Under 40 – U.S. News & World Report

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U.S. News & World Report Estate Planning Tips for People Under 40U.S. News & World ReportEstate planning is a crucial process for everyone, regardless of wealth level, says Marc Henn, a certified financial planner and president of Harvest Financial Advisors. "Many people will say, 'Well, I don't have a lot of assets, therefore I don't … Read more

Drastic changes to tax and estate planning for same-sex couples – InvestmentNews

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U.S. News & World Report Drastic changes to tax and estate planning for same-sex couplesInvestmentNewsCertified public accountants, tax attorneys and financial advisers will want to revisit their estate-planning techniques for same-sex couples now that the Treasury Department and the Internal Revenue Service recognize these marriages for federal tax …Treasury Department Recognizes All Legal Marriages for … Read more