Tim Steffen

Many parents struggle with how to talk to their children about money. Yet the topic takes on greater significance when parents start thinking about passing on their assets and preparing those same children to eventually become their heirs. Parents should view this as an opportunity to not only pass on monetary assets, but to also share the financial lessons and values they’ve developed.

Tax cuts enacted by the Bush administration nearly a decade ago are set to expire at the end of the year, creating uncertainty – as well as opportunity – for investors looking at year-end tax planning strategies.