Blog Category
Tax Topics For Individuals
Swap Your Vacation Home In Tax-Deferred Exchange
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
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?
It's bad enough when borrowers can't pay off amounts owed to commercial creditors such as banks and other financial…
Leaving IRA Money To Charity
These days, many people have a large percentage of their wealth in the form of traditional IRA accounts. In most cases, this is because…
When You Should Hire A Professional Trustee
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
Despite its name, the term "dynasty trust" has nothing to do with aristocracy. It involves preserving wealth for your heirs. A dynasty…
Benefits Of Charitable Remainder Trusts
A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust's term is…
Estate Planning With 529 Accounts
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
Two popular charitable giving vehicles are charitable remainder trusts (CRTs) and charitable lead trusts (CLTs). They are what's…
Claiming Business Deductions for Work-Related Education Costs
If you're headed back in the classroom, or thinking about it, you might be wondering if the tuition expenses are tax deductible. To…
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