Financial and Retirement Planning

We are pleased to share this month’s Insight authored by Daniel Hoffheimer.  Dan, a partner of the Taft, Stettinius & Hollister Law Firm (and a member of Madison’s Advisory Board), has a national reputation for advising private clients, family businesses, charities,  nonprofits and foundations on...

I received an inheritance.  How is this money taxed? I intend to leave my children an inheritance. How will these funds be taxed? As with most legal and tax related matters, the proper answer to these basic questions is “it depends.” However, there are some...

The statement “all investments have risk” seems straightforward.  All investors seem to understand this.  But what exactly is risk? For you, risk might mean the loss of money invested due to market fluctuations.  And if this is what you worry about, then what is the right...