by jgatsi | May 20, 2019 | Cash Management
What are some tips for managing my money? As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach. Spending a few minutes each week to maintain your cash management...
by jgatsi | May 20, 2019 | Tax Planning
The federal estate tax is a tax on property that is transferred to others upon your death. Estate taxes are assessed on the total value of your estate — your home, stocks, bonds, life insurance, and other assets of value — that is over the applicable exclusion amount....
by jgatsi | May 20, 2019 | Estates & Trusts
By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed,...
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