by Trust Counsel | Nov 19, 2020 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, High Net Worth, Income Tax, IRAs / 401(k), Liens/Debt, Real Property / Real Estate, Trusts, Wills
When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government’s hands can feel like a shakedown. That said, focusing a relatively small amount...
by Trust Counsel | Oct 30, 2020 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Estate Planning, Estate Tax, Financial, Gift Tax, Guardianship, Income Tax, Inheritance, IRAs / 401(k), IRS, Kids Protection Planning, Liens/Debt, Probate, Real Property / Real Estate, Special Needs Planning, Trusts, Wills
No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. As you’ll learn here, there are a number of reasons why you may want to start...
by Trust Counsel | Sep 18, 2020 | Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Financial, IRAs / 401(k)
The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time...
by Leslie Marenco | Apr 14, 2017 | Articles, IRAs / 401(k), Retirement
Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life...
by Leslie Marenco | Mar 17, 2017 | Articles, IRAs / 401(k)
When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a 401(k). IRAs aren’t right for everyone, so you should become familiar with the advantages IRAs have over 401(k)s before you...
by Leslie Marenco | Nov 25, 2016 | Articles, Estate Planning, IRAs / 401(k), Retirement
In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide finally enjoy marriage equality. And, whether you are legally married in the eyes of the law, or not, there are important additional legal planning steps you need...
