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Tag Archives: estate planning

The Customized Estate Plan: 5 Things to Talk About with Your Family this Holiday Season

The Customized Estate Plan_

You intend to pass along your wealth through your estate plan, but what about your wisdom?

Ensuring you accomplish both means having a conversation with your family about your money, your legacy, and your core principles. With the holidays coming up quickly, family dinners and...
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Why Newlyweds Need an Estate Plan

If you just celebrated a summer or early fall wedding, then now is the perfect time to start working on an estate plan.

newlyweds need an estate plan blog header

Although you may think that settling into a home together or finding a place for all your new registry...
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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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Tax-Deferred Exchanges Part 2: Trust Agreement

In our last blog, we discussed the limitations 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 there are many considerations with a Tax-Deferred Exchange, we are covering...
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