It’s the season of resolutions and goal setting! As you consider what you’d like to accomplish this year, we encourage you to think about your legal state of affairs - especially when it
The new Tax Cuts and Jobs Act affects nearly everyone who pays taxes in America. Read on for several important points you should know about right now. As you may have heard on
You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both means having a conversation with your family about your money, your legacy, and
If you just celebrated a summer or early fall wedding, then now is the perfect time to start working on an estate plan. Although you may think that settling into a home together
In our last two blogs we’ve been discussing different aspects of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an
In our last blog, we discussed the limitations of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property.
How the 1031 Tax Deferred Exchange Can Affect Your Real Estate Investment Since the Tax Reform Act of 1986, real estate investors have faced one big problem on the sale of their property:
How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can
Although Memorial Day just passed, it is important to honor those who have served our country all throughout the year. Remembering those who sacrificed their lives for our freedom and safety can be
For most us, summer means it’s time for FUN! It’s true that there are many fun activities to be had during the summer months including camps, vacations, pool parties and more. But before
