November 2014 Wealth Management Minute

In this month’s Wealth Management Minute, Sonya Ranker discusses a concept called Tax Alpha, and explains how this approach may be able to help you reduce your taxes.

In Other News. . .

You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now.

There are four basic ways to leave a legacy: (1) by will, (2) by trust, (3) by beneficiary designation, and (4) by joint ownership arrangements…

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