It’s a seller’s market out there now for real estate. I know of a number of sellers who have received multiple offers on their real estate. For most people, when you sell your home, you will not have to pay …
Annuities – The Untold Story
You have worked hard your entire life to save up your nest egg. It might be your IRA, 401(k), tax sheltered annuity or brokerage account. You want to find a place to park your nest egg that is safe, but …
Beware of the Five-Fee Estate Planner
You go to your estate planner to have your financial and health care powers of attorney, will and trust drafted or updated. Oftentimes, it is challenging to choose the people who are going to handle your finances and property when …
New Tax Rules for Trusts and Estate in 2018
The Tax Cuts and Jobs Act of 2017, signed by President Trump on December 22, 2017, made numerous changes to the taxation of trusts and estates for 2018. The new tax act was business focused and overall was helpful to …