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Personal Finance

Tax Reform Creates Historic Wealth Planning Opportunity

Most families are conflicted when faced with wealth transfer considerations. Will they be financially secure in the future? Will their heirs face significant estate taxes? The spousal limited access trust can achieve financial flexibility, optimal estate tax results and heightened asset protection.
Posted: July 18th, 2019 | Permalink

CRYPTOCURRENCY: The Top Things You Need to Know

An up to date FAQ on the latest cryptocurrencies.
Posted: May 23rd, 2019 | Permalink

The TCJA prohibits undoing 2018 Roth IRA conversions, but 2017 conversions are still eligible

Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free withdrawals in retirement. But conversions are subject to income tax.
Posted: August 28th, 2018 | Permalink

An FLP can save tax in a family business succession

A family limited partnership (FLP) can help you enjoy the tax benefits of transferring ownership in your business to the next generation yet allow you to retain control.
Posted: August 17th, 2018 | Permalink

Provide for family members with special needs using an SNT

If you have a family member with a disability that requires long-term care or prevents him or her from being able to support him- or herself, consider a special needs trust.
Posted: August 14th, 2018 | Permalink