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Five Tragic Mistakes People Make When Leaving Assets to Their Pets

5 tragic mistakes people make when leaving their pet assets

Most families in America that have a pet consider that animal to be a part of the family.

Because of this, many people want to make sure their pet is cared for in the event of their death,...
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1031 Tax-Deferred Exchange: 7 Practical Considerations

1031 Tax Deferred Exchange- part 3

In our last two blogs we’ve been discussing different aspects of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property.

Because of the complexity of the issues, we’ve...
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What You Need to Know About Real Estate and 1031 Tax Deferred Exchange

1031 Tax Deferred Exchange-

How the 1031 Tax Deferred Exchange Can Affect Your Real Estate Investment

Since the Tax Reform Act of 1986, real estate investors have faced one big problem on the sale of their property: higher taxes. Upon the sale of an investment property the full amount...
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Family Feud:  What to consider when choosing an executor, trustee or financial agent

Why is it that family feuds erupt after a death, or even after the incapacity of a family member?

family feud: naming your fiduciary One of the leading causes is a failure to choose a fiduciary who will handle your assets appropriately if you are incapacitated and after your...
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