Some readers have heard of personal asset protection strategies like trusts or limited liability companies. The draw to products like these is …
Though most Americans have at least a passing understanding of the ability to use the equity in a house to obtain a …
One of the most important and common questions that retirees face is when to take social security benefits. Regrettably, there is no …
On occasion, you or someone you know might be asked to co-sign a financial obligation for the purchase of a car or …
Parents that have built a successful business and have raised capable children might find the proposition of selling the family business to …
When people come together and vow to spend the rest of their lives together in wedded bliss, they sometimes bring to the …
Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to …
Finding a source of capital for a new or existing business is often a challenge. Consider the following scenario: Diana has a …
In the old days, the decision to fund a retirement account with pre-tax dollars (Traditional IRA) or fund it with after-tax dollars …
In most families, the parents dream of leaving a legacy to their children. Of course, the parents want to create a legacy …
Washington state estate tax got you thinking of moving away? Maybe other things have you thinking of relocating and the estate tax …
Several years ago, this author previously wrote a piece for the Journal of Business on non-compete agreements. Much has changed since that …
With the holiday season upon us and tidings of good cheer in the air, our collective instincts for generosity often peak. It’s …
One challenge for the business owner is attracting and retaining key personnel. This challenge permeates all businesses from the largest to the …
“Corporation, n. an ingenious device for obtaining individual profit without individual responsibility.” Ambrose Bierce, the Unabridged Devil’s Dictionary. Regrettably, Limited Liability Companies …
One of the challenges facing an individual that owns property outside of his or her state of residence is the fact that …
With the Tri-Cities housing market about as hot as it has ever been, why would an investor want to consider investing in …
As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose …
A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time …
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time …
One common concern for investors is seeking a reliable source of passive income. Sometimes it is not immediately evident to those investors …
