James Lange

• It’s a Trap! How to Avoid an Estate Plan Blunder and Big Taxes

  By Kathleen McBride, AdvisorOne  |  March 28, 2011

  ‘Leave it to Beaver’ couples’ need to rewrite wills and trusts, or survivors risk much more of the estate going to the trust or taxes than was intended.

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  It’s a Trap! How to Avoid an Estate Plan Blunder and Big Taxes

  By Kathleen McBride, AdvisorOne  |  March 28, 2011

  ‘Leave it to Beaver’ couples’ need to rewrite wills and trusts, or survivors risk much more of the estate going to the trust or taxes than was intended.

• 

  Impact of Small Business Aid Bill

  By Kathleen McBride, AdvisorOne  |  September 22, 2010

  Advisors' clients may benefit from tax breaks for small business and cool retirement plan options, but for some items, higher fees will create revenue for the government.

• The advisor voice - a huge tax-saving opportunity

  By Mark Cortazzo  |  August 1, 2007

  Rolling your clients' appreciated company stock out of their 401k plans into taxable investment accounts -- combined with charitable giving -- provides a huge tax-saving...