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Category: Wealth Preservation

Using a 1031 Exchange After a Sale

December 17, 2020
If you are gearing up to sell real estate, a business, or other investment assets, you may want to consider a 1031 exchange in order to defer taxes on these major sales and add more money to your bottom line. While you may...

How to Title Your Assets Properly

April 18, 2014
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...

What Is an IRA Trust?

March 6, 2014
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...