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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...

As you prepare your estate plan, you might consider leaving a portion of your savings to a beloved charity (or two, or three . . . ). Wherever your heart lies—animal rights, environmental preservation, educational outreach,...

A lot of care and consideration goes into the choosing of a beneficiary and the creation of an estate plan. Unfortunately though, things do not always work out as we’ve planned. So you might wonder, “What happens...

Are you and your spouse holding real estate in a trust as a married couple? Or you are planning to, someday in the future? There are different ways to go about this, so today we’re going to talk about the method we use...

It’s not enough to simply have a will. If you want to ensure your assets are distributed in the way you’ve planned after your death, you must learn how to title your assets properly. Too many people forget to...

Thinking about worst case scenarios for your life isn’t a very enjoyable undertaking, and planning for those worst case scenarios is even harder. Suddenly, you’re seriously discussing what would happen if, for...

Few of us like to think about getting older. We don’t want to admit we may need help getting around in 40, 20, or even 10 years. We don’t like to think about how our health in our senior years could affect our...

In our last post, we talked about the IRD taxes that your beneficiaries will have to pay after they inherit your IRA. These taxes cannot be eliminated, but they can be reduced with the “stretch out” plan we...