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BAM Intelligence

What Illustrating Your Wealth Transfer Plan Can Show You at a Glance

One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow. Read more

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The 10 Most Important Things to Help Ensure Your Family’s Wealth and Well-Being

BAM ALLIANCE member Ross Hoffman on the most important things you can do to help ensure your wealth and well-being Read more

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Guidance on New 2013 Tax Law – Brad Wasserman

Brad Wasserman, Wasserman Wealth Management, Farmington Hills, MI The following are highlights of the major provisions of the American Taxpayer Relief Act of 2012, which was negotiated and passed early this year. While the top federal income tax rates will increase only for… Read more

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