Introduction There has been a lot of talk about Social Security and its future.  Unfortunately, a lot of the attention it has received lately has been negative.  Social Security was designed to be a cross generational system of support based…

This is the conclusion of an article which began last month.  To see the entire article, visit our website, www.legacyadvisorsgroup.com A colleague of mine relayed the following words of wisdom which he acquired from a client that had to sell…

Introduction Certain tax deductions are set to expire at year’s end.  Among them are the lower capital gains and dividend tax rates.  The decisions you make in these final months of 2010 can have a major impact on your taxes…

A colleague of mine relayed the following words of wisdom which he acquired from a client that had to sell his company from his death bed.  The client and his family dictated these bits of wisdom in one long visit,…

Introduction Taxes on capital gains are about to increase substantially effective January 1, 2011.  The tax cuts established during the first few years of the Bush Administration will, or are at least slated to, automatically sunset as of January 1,…