Archive: William Bowman, CPA

Why Does Family Wealth Fade Away? | Under 40

A lack of vision is often the answer to that question. Many are the stories of family wealth lost. In the late 19th century, industrial […]

Managing Probate When Setting Up Your Estate | 70 Plus

What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you […]

Year-End 2022 Tax Tips | AEGIScoop

Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning […]