Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust

Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust

If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...
3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed 529 plans and education savings...
Whether 1 Divorce or 8, the End of a Marriage Impacts End-of-Life Planning

Whether 1 Divorce or 8, the End of a Marriage Impacts End-of-Life Planning

News icon Larry King recently passed away in the midst of his eighth divorce.  We will remember his many memorable interviews and nearly as many trips to the altar. He brought the famous and influential into our homes for decades, and those interviews bridge eras and...
New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning

New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning

Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the...