Echelon Group

A client recently died as a result of a terminal illness. Prior to meeting with the surviving spouse we reviewed copies of the wills and trusts they had established during the past twelve months. A well respected attorney had drafted the documents to take advantage of the tax benefits of …

The HR Manager for a client company called this week asking if an employee could go to the bank and open Health Savings Account (HSA). The short answer is yes. But this situation is like one of your children asking if cats are allergic to paint thinner. The best response …