Estate Planning
All About the Probate Process
By: Matt Rose, CFP®, Financial Advisor When it comes to estate planning, it is important to structure your assets to pass efficiently and effectively to your beneficiaries. To be best prepared to do this, one must understand the probate process. Probate is a legal process that…
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Tax Planning
What are the Benefits of a Stepped Up Basis?
A stepped up basis is an adjustment to an asset’s cost basis to the fair market value of the asset at the time of the decedent’s death.
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Investment Markets
Using Investments to Mitigate Risks & Fuel Your Goals
By Jacob B. Hensley, CPA, Financial Advisor The world of investments can be highly intimidating. With seemingly infinite options paired with the unpredictability of the world today, it is easy to become overwhelmed trying to navigate it alone. Having a team taking charge of…
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Tax Planning
MCF Insights: Tax-Efficient Investing
Taxes are a reality of life. As a result, taxes should be included in the evaluation and construction of any portfolio plan. Investors that ignore the effect of taxes on investments may end up paying higher taxes and earlier than needed.
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Financial Planning
MCF Insights: Special Needs Require Special Planning
Make sure you protect against disqualifying an individual for services
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