Finishing Strong in 2007 Below are some updated articles on our website that I thought you might find helpful.  Click on the article's title to read more. As always, don't hesitate to contact us if you have questions about how to effectively plan for 2007 year-end, namely in the areas of: Charitable giving Capital gains and losses IRA contributions or distributions Roth IRA conversions Let us know how we can help.      --Toby

World of Opportunity It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Money and the Battle of the Sexes   When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

Giving for the Greater Good   When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

An ILIT Might Fit   If you are concerned about estate taxes, an ILIT might be the way to go.

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