by Rebekah Ellis | Jan 26, 2018 | Articles
The enactment of the Tax Cuts and Jobs Act represents “the most sweeping overhaul of the U.S. tax code in more than 30 years.”1 For millions of Americans and businesses it means an altered financial and investment landscape with new opportunities and challenges in the...
by Rebekah Ellis | Jan 19, 2018 | Articles
According to a 2017 report from International Living Magazine, Mexico tops the list of places to retire abroad. Panama ranks second, followed by Ecuador, Costa Rica, and Colombia.¹ Many retirees consider moving out of the country in search of greater affordability,...
by Rebekah Ellis | Jan 5, 2018 | Articles
Tip: Contact Information. A letter of instruction might include contact information for individuals who could be helpful in the distribution of your assets, such as your lawyer or financial professional. Actor Lee Marvin once said, “As soon as people see my face on a...
