You already know that taxes are complicated. It’s why so many people pay to have professionals handle their taxes every year. But tax basis calculation is one of the concepts that people tend to have the most trouble understanding. Part of the problem is that this...
[Read Transcript] Hi. Thanks for tuning in to another dose of bite-sized bits of knowledge, where we give you meaningful information in a short amount of time. Today we’re going to talk about just one very narrow topic that we get all the time. I feel...
When it comes to estate planning, mistakes can be expensive. Expensive in terms of time, energy, emotion, dealing with attorneys and court staff and family members you haven’t spoken to since Vietnam. Thoughtful planning minimizes this risk of court, costs and...
Thoughtful estate planning often includes accomplishing the objective of ensuring that money and property remains in the family. Consider the scenario where one spouse passes away leaving a spouse and children. The surviving spouse may start seeing someone else or get...
Estate planning is not the same as thoughtful estate planning. Thoughtful estate planning includes really getting granular on the details. As they say, the devil’s in the details. There is no better application than thinking through planning where a spouse is...
Life insurance is important for income replacement, business buy-outs and succession and tax planning. There are many types of policies and a lot of minutiae that makes everyone but lawyers crazy (even the lawyers too). Understanding how they work is important. More...
CALL NOW