Estate Planning · March 02, 2018

They say the Tax Cuts and Jobs Act is the biggest overhaul of the US tax system in 30 years. The impact will spread far and wide, starting with a significant cut in the corporate rate from 35% to 21% and lower levies on repatriating overseas profits. Yet, like the rest of us, you're probably wondering, "So, what does that have to do with me?" Even with the biggest impact aimed at businesses, there are still several changes to the personal income tax laws, and we highlight them here just for you!

Estate Planning · January 19, 2018

These days, owning real estate is a tremendous accomplishment for most families. And if you're fortunate to also be an investor in multiple properties, you'll want to ensure you have the right legal and insurance foundations in place to protect your investment and ensure a roof stays over your head. As they say, it's a numbers game - the most properties you have, the greater likelihood they'll be involved in a lawsuit.

Estate Planning · December 29, 2017

There are many options when it comes to managing your assets for retirement, but which ones really give you the best security throughout life while you're still growing and saving? Here are just a few of the benefits with for transferring your 401(k) assets into an IRA. Let the real saving and growth begin!

Estate Planning · November 03, 2017

A second home can be an investment or act as a regular escape destination for you and the family. However you choose to use it, there are multiple savings opportunities you can take advantage of after buying a second home. Here's some info to get you started.