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Typically, when you sell business or investment real property, you’re required to pay capital gains tax on the sale. Taxes are a fact of life, but wouldn’t you prefer to defer paying your taxes if you could? 1031...

Are you old or young? Wealthy or poor? Do you know what? It doesn’t matter! Everyone, no matter what their age or financial status, needs a will. And yet despite this fact, more than half of Americans don’t have a...

Do you speak legalese? Whether you do or you don’t, you’ll be happy to know that English is still the preferred language of American attorneys. Communication is key when it comes to estate planning, so if your...

If you’re reading this article, I think it’s safe to assume that you either (1) have an estate plan already or (2) are aiming to create one soon. So first of all, good work! You’re ahead of the pack and...

If you want to have trust in your trust, it is essential you choose the right trustee. Many people choose to be their own trustee (who can you trust if not yourself, after all?). Others share trusteeship with their spouse, so...

Just a few months ago, in June 2014, the Supreme Court ruled inherited Individual Retirement Accounts (IRAs) are not protected from the beneficiary’s creditors, because there are key differences between an inherited IRA...

When was your financial power of attorney last updated? As with all aspects of your estate plan, it’s important you keep track of your financial power of attorney and update it regularly so that it remains current, in...

Whether you are old or young, rich or poor, a parent or a business person (or both!), you should create an estate plan. Estate planning is valuable no matter who you are, so don’t use your age or the size of your bank...

Tax season is over, but there is no time like the present to begin considering a tax plan for your future. Tax Savings In a Retirement Plan Trust Over the past several years, our firm has done an extensive research to...

We live in a large, great country with fifty diverse states. You might grow up in one state, call another state home, and open your LLC in yet another state. Many people assume they must open their limited liability company...