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If you’re recently engaged, let us first say congratulations. Remarrying can be an exciting time in life, full of promise for new love. But it is also one of those major life events that can…
George H.W. Bush passed away on November 30, 2018 at the age of 94, making him the longest living President in United States History. His death came a mere eight months after the passing of…
Approximately half of Americans fail to make an estate plan, which can be a major mistake. Real estate investors have even more to lose without an estate plan. So what are some of the tools…
Charitable contributions are a popular strategy among the wealthy for lowering tax payments. But this method isn’t exclusively for the Michael Dells and Kim Kardashians of the world. Investors from all income levels, including you,…
Designating a proper beneficiary is essential for retirement account holders to guarantee their interests will be served. Whether you’re using a Self-Directed IRA or 401(k), you want to ensure that you are doing the most…
End of life matters are not always easy to think or talk about. However, making plans now, while you are healthy enough to do so, can save your loved ones time, money, and heartache. After…
Unless you are the villain in a spy thriller, there’s unlikely to be any intrigue surrounding the reading of your will. Sure, this is a great cinematic device, but a “surprise” announcement regarding your trustee…
You probably have your eye on a beautiful retirement home. If not, you may want to think about it. In my experience a retirement that you are in charge of makes for a better retirement…
I once owned a pit bull named Jackson. He went down a bad path. He was a product of public obedience school. I was too busy with my legal career to notice that Jackson was…
Finding a trustee for your estate plan is tricky. If you choose someone who isn’t up to the task, you won’t be around to correct them. On the surface, the job ia simple. You name…
Ever since the stupid Internet came along, every idiot in the world is learning how to “do-it-yourself.” People are making their own decorative flowerpots out of fishing twine and tuna cans. They are building bunkers…
Disinheriting an heir is something most of us hope we never have to do. It’s sad, but it happens. Sometimes you grow estranged from an heir. Other times, the heir may be on a path…
Annuities promise some pretty amazing things including a lifetime of income for you and your partner. They also carry some very sizable fees. There are some benefits, such as no maximums on annual contributions and…
Are you thinking about converting your IRA or 401k to a Roth?…
First of all, I’d like to commend all you house flippers out there. Flipping houses isn’t easy–not unlike some less honorable professions. But you know what makes it a little easier? Avoiding unnecessary contributions to…
If you’re a kick ass entrepreneur or self employed, this is one article you definitely want to read. But you know, all my articles are awesome in general, so even if you’re not self employed…
This article is part 3 of a series with the goal of…
Chances are if you’re reading this you’ve probably heard of a Solo 401k before, or as our friends at the IRS call it, a “one participant 401k.” Before you waste 5 minutes of your life…
Do you have a private company or start-up that could use some funding? Maybe you’re planning on starting your own soon. Whatever the case is, you’re in for some great news! There’s tens of trillions…
Many investors and financial professionals are familiar with the primary benefits of a Roth IRA: that after you pay taxes on the money going into the Roth IRA that the plans investments grow tax free…
Appointing a trustee is easier said than done. How do you know how someone will act once you’re not around anymore? If you appoint the wrong person as trustee, they might just end up making…
Normally when you think “Do It Yourself” you might imagine painting your house or a trip to the store. But now you can also plan your own estate from the comfort of your own home….
You’ve worked hard all your life, and now it’s time to retire, or you’re getting ready to retire. When that time comes, depending on what state you live in, you may end up having to…
With all due respect to any financial masochists in the audience, almost nobody derives pleasure from paying taxes. But it’s kind of part of the deal of living and working in the United States. You…