by Brennan Clark | Nov 30, 2021 | Uncategorized
As they say, nothing is guaranteed except death and taxes. However, as you come closer to the end of your life you will want to do whatever you can to have enough resources to enjoy your retirement years. This means minimizing your tax liabilities during your later...
by Donald Hershberger | Nov 18, 2021 | Uncategorized
When looking to develop a trust-based strategy you will find that there are numerous options on how to go about doing this. There are many different ways you can set up a trust. Also, each type of trust will have its own pros and cons that you should take into...
by Brennan Clark | Nov 16, 2021 | Uncategorized
Real estate can be a reliable way of building up intergenerational wealth to leave to your heirs. However, owning real estate also means that you will have to pay property tax levied by state and local governments. This can cut into the gains and benefits of your real...
by Donald Hershberger | Nov 11, 2021 | Uncategorized
When you eventually pass away your assets will have to undergo the probate process in the court of law. During this process your assets will be accounted for and then your unpaid taxes and leftover debts will be paid. Next, the court will decide how to distribute the...
by Brennan Clark | Oct 19, 2021 | Uncategorized
Most people eventually want to own a home especially since real estate is a highly effective way of ensuring you are able to pass along intergenerational wealth to heirs. But you will need to be aware of the various costs that come with homeownership. One of the most...
