Nov 17, 2014 | Estate Planning
These days, estate taxes really aren’t much of a concern for people who live in Utah. In 2014, an individual would need to have more than $5,340,000 in assets before any federal estate tax would be due. Next year, that number rises to $5,430,000. Married...
Jan 21, 2014 | Financial Planning
Passion Investing as a Spark to Your Life Bill Gates, Warren Buffet and over 50% of the Fortune 400’s The Richest People in America list have decided to give away their wealth for charitable pursuits. Of course, not many of us have that kind of money or are inclined...
Dec 28, 2013 | Estate Planning
Protecting Against Financial Fraud in Charitable Giving Americans are very generous when it comes to charitable giving. In addition, lower earners give more proportionately than higher earners. Perhaps this is because lower earners understand how easily a family can...
