Maximizing the value of your estate

From reducing taxes to ensuring your wealth transfer goes through smoothly for your loved ones, there are several strategies to build a careful estate plan custom to your situation, and we can help.

Watch this video and discover several tips for creating a tax-smart estate plan.

Why The Wealthy Barber won’t act as executor for even his closest friends

There are two things that I won’t do, even when begged. I won’t help a friend move—too old to say yes to that. And I won’t be a friend’s executor. Here's why...

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by David Chilton, The Wealthy Barber