What are the benefits of a living trust? Should you consider adding a living trust to your estate plan and why? Let's explore how a living trust can help ...

Over the nearly thirty years of practice in financial planning and banking, I have been approached by many clients seeking to avoid paying taxes on highly appreciated real estate investments. ...

You’ve likely been keeping a close eye on the news as the crisis in Ukraine continues and tensions in the Middle East escalate. Above all, our thoughts go ...

What is your retirement safe withdrawal rate? Do you really need to limit it to the 4% Rule or is there a better way?

The essence of Buddhist philosophy as I understand it is that everything is temporary. Night follows day. Good times follow bad times. And the cycle continues. We see that when ...

Husband-Wife Partnerships: The Tax Angles When both members of a married couple participate in an unincorporated business venture, must it be treated as a husband-wife partnership for federal tax purposes? ...