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Resources

Led by Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® — a financial thought leader, author, and speaker — our team of wealth management, financial planning, and tax professionals has served Prescott and the greater Northern Arizona region since 1997.

Important Considerations For Leaving Your Kids An Inheritance

Important Considerations for Leaving Your Kids an Inheritance

February 15, 2024
Articles
Avoiding Probate Problems

Avoid Probate Problems: The ‘Pour-Over Will’ is No Substitute for Proper Estate Planning

February 13, 2024
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Tax: Standard Or Itemized?

Should I Take the Standard Tax Deduction or Itemize?

December 11, 2023
Articles