Often, folks want to protect hard earned assets from the costs of healthcare as they age. They fear expensive assisted living and …
The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much …
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay …
Washington state has published its estate tax threshold for 2024. Spoiler alert: it hasn’t changed from 2023. When learning about the estate …
In the world of asset protection, one well-known concept to mitigate risk is to transfer the obligation for payment of a valid …
Transferring wealth to children will become a touch easier in 2024. Buried in the estimated 4000-page Consolidated Appropriation Act of 2023 that …
As Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Taxes come in …
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 …
