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 …
Periodically checking and updating beneficiary designations on retirement accounts and life insurance is prudent. The next time you navigate the online portal …
Some readers have heard of personal asset protection strategies like trusts or limited liability companies. The draw to products like these is …
Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to …
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 …
From time to time, it is important to take stock of our own personal liability exposure and find ways to mitigate that …
When a person endeavors to purchase a piece of real property (i.e. land and any associated buildings), the purchaser would be wise …
