We understand that a person makes it a priority to protect their personal residence. FLEX TRUST For most of us, our homes are much more than merely a collection of building materials held together by nails and two by fours. Instead our homes... Continue reading
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Introduction: Individual Retirement Accounts (IRAs) and Roth IRAs are both investment savings vehicles that allow individuals to save for retirement. These accounts have numerous benefits such as tax deferral or exemption, compound growth, and potentially lower fees. This article will discuss the differences... Continue reading
INTRODUCTION: For my clients residing in States with high State Income Taxes and/or high personal residential property taxes, the valued and yearly deduction of these taxes on your Itemized Deductions beginning in 2018 has had the unlimited ceiling crashing down to a total... Continue reading
Question: Is a dividend distribution from a sole-shareholder S-Corporation a disguised wage payment? As with any economy, businesses are continually seeking to increase the bottom line of their profit statements. One such method is for the employer to reclassify its employees as independent... Continue reading
Quit Claim Deed A deed is the document that transfers ownership of real property. It maintains the names of the person holding the legal title, and if any, persons before who held legal title and contains a description of the property included. The... Continue reading
1. If you are living with someone else, your financial need has likely been reduced or eliminated, thereby reducing or eliminating your need for spousal support. 2. If you are living with someone else, accepting (or taking) spousal support is, in essence, double-dipping.... Continue reading
Asset Protection Planning is a strategic, preemptive preparation to prevent creditors from obtaining your assets in the unfortunate event of a civil judgment. It does not mean that you ignores your debt obligations. Wealth Preservation Plans are designed to protect your assets in... Continue reading
I continue to receive emails and phone calls in response to my last article, “Cohabitation, the Termination of Alimony and Cell Phones,” in which I wrote about the use of cell phone data to prove or disprove the element of “living together” in... Continue reading
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Choosing the right tactic, techniques and form is critical in protecting your assets. Many of us still believe that we can just sit behind the corporate shield and our assets are protected. Using corporations, LLCs and the like is really just the beginning. Here are... Continue reading
Most of us have heard the term carbon footprint and have considered its meaning, the long-term effects and possible solutions to the problem. From separating trash to buying hybrid cars, a majority of people have seriously attempted to reduce their carbon footprint. The... Continue reading
Calculating the Real Costs will Surprise You I’ve been on the record for nearly 15 years with my position that buying Life Insurance (hereinafter “LI”) in a Qualified Plan (hereinafter “QP”) is not only a bad idea, it’s a terrible idea. To read my... Continue reading
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Financial Risk Analysis
Investments Too Risky?
It’s tough to determine which investments to use if you don’t know your own risk tolerance.Free Retirement Kit
