The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when you file your tax return...
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
When Second Harvest Food Bank of Middle Tennessee opened its doors in 1978, its founders were hoping to solve a big societal problem with...
Say “Margaritaville”—and you just know. You know it’s always 5 o’clock somewhere. You know that come Monday, it’ll be alright. You know it’s Jimmy...
Estate planning, for the most part, is about what happens when you die. Who do you want to get your stuff? How and when...
Celebrities are often placed on a pedestal because of their success and their extraordinary talent—people like Elvis, Aretha Franklin, Prince, Michael Jackson, Howard Hughes,...

Ask Bob: Gifting

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Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through the basics.
You need more than a Will or Trust to round out your estate plan. Alhambra's Bob Williams lists other Must Have planning documents.
In 2012, the American Taxpayer Relief Act (ATRA) established, for the first time, a permanent estate tax and gift tax exemption. The exemption is...