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Tax Topics For Individuals

Swap Your Vacation Home In Tax-Deferred Exchange

Posted on May 03, 2017

Many taxpayers own vacation homes that they've rented out and also used as their personal residences. Can one of these homes be…

Being An Estate Executor

Posted on April 28, 2017

If you're asked to serve as the executor of an estate, think carefully about the decision before accepting the position. Acting as…

What Does it Mean If The IRS Files A Lien?

Posted on April 26, 2017

It's bad enough when borrowers can't pay off amounts owed to commercial creditors such as banks and other financial institutions.…

Leaving IRA Money To Charity

Posted on April 18, 2017

These days, many people have a large percentage of their wealth in the form of traditional IRA accounts. In most cases, this is…

Fine Points Of A Buy-Sell Agreement

Posted on April 05, 2017

A buy-sell agreement provides family business co-owners with protection so they don't lose control of their ventures. A buy-sell…

When You Should Hire A Professional Trustee

Posted on March 31, 2017

One of the most vital decisions to ensure preserved legacy and proper estate execution is electing the right professional or family…

Leaving A Legacy For Your Heirs

Posted on March 21, 2017

Despite its name, the term "dynasty trust" has nothing to do with aristocracy. It involves preserving wealth for your heirs. A…

Benefits Of Charitable Remainder Trusts

Posted on March 18, 2017

A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust's term is one…

Estate Planning With 529 Accounts

Posted on March 17, 2017

Saving for college is one of the most daunting financial tasks a family can face, taking as much commitment and careful planning as…

Two Charitable Trusts That Provide Dual Benefit

Posted on March 16, 2017

Two popular charitable giving vehicles are charitable remainder trusts (CRTs) and charitable lead trusts (CLTs). They are what's…

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