Estate Planning Overview
Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have provided for yourself and for loved ones, and causes you care about.
Retirement Planning Tips
It’s really never too early—or too late—to do retirement planning. With this in mind, Hamilton offers the following list of basic points to consider.
Benefits of Giving
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.