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It is no secret that many millennials are beginning their careers with large amounts of debt. Many of them are making the mistake of waiting to save for retirement until their debts are paid off. Before they even start their...

The number of Americans living to see their 100th birthday is on the rise. It is not easy to pay for that many years of retirement.  According to the Center for Disease Control and Prevention, the number of Americans...

When you don’t know where else to turn, look to the facts. Cold, hard, unflinching facts and statistics. As long as you understand the details behind the statistics and agree with the methods used, they can give you...

If your spouse passed away in the last three years, the IRS is offering a potential estate tax break for your estate. However, you need to act quickly if you want to take advantage of it. One of the newer and better...

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...

An estate plan is not a one-time, in-and-out procedure. The documents that make up your estate plan will significantly impact your life, your family, and your property after your death. To ensure everything occurs as...

Did you know that you have an estate? It’s true! Not the sort of estate that contains a large house and lots of land in the countryside, but an estate made up of everything you own. All of your money and property blend...

When a Grantor passes away, the Trustee of the estate must step into action. There are numerous tasks to complete, including collecting assets, paying taxes and bills, filing accountings, managing money for beneficiaries,...

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...