Blog

estate planning

Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.

Clark Allison Dec 15, 2023

life

Two steps to find a career you will love. Find a career aligned with the life you want and find ways to make the work fit the life you want.

Clark Allison Dec 13, 2023

taxes

You can make big gifts with no gift tax.

Clark Allison Nov 23, 2023

taxes

The Estate and Gift Tax Exemption and Annual Gift Exclusion 1997-2024.

Clark Allison Nov 22, 2023

estate planning

If you have the means, would you get more joy out of giving while you are alive?

Clark Allison Nov 19, 2023

estate planning

Keep It Simple. Name Individuals as Your IRA Beneficiaries.

Clark Allison Nov 18, 2023

charitable gifts

Giving helps others, reduces your taxes, and as a bonus, lifts your soul.

Clark Allison Nov 13, 2023

true estate case

Predatory marriages are on the rise.

Clark Allison Oct 30, 2023

estate planning

Be careful. Transfer on death deeds are not the quick fix some think they are.

Clark Allison Oct 23, 2023

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