Sandy Patrick, CFP

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

Are you ready for school—again?

Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

To help determine whether a charitable trust is a good-fit solution for you, consider your tax situation, giving goals, family situation, and overall financial picture.

A Quick Guide to Charitable Trusts Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.