Transferring wealth to children will become a touch easier in 2024. Buried in the estimated 4000-page Consolidated Appropriation Act of 2023 that …
In 2019, The SECURE Act changed the rules concerning the distributions from pre-tax Individual Retirement Accounts (IRAs) inherited through beneficiary designation (a …
As Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Taxes come in …
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 …
In the old days, the decision to fund a retirement account with pre-tax dollars (Traditional IRA) or fund it with after-tax dollars …
Washington state estate tax got you thinking of moving away? Maybe other things have you thinking of relocating and the estate tax …
With the holiday season upon us and tidings of good cheer in the air, our collective instincts for generosity often peak. It’s …
“Corporation, n. an ingenious device for obtaining individual profit without individual responsibility.” Ambrose Bierce, the Unabridged Devil’s Dictionary. Regrettably, Limited Liability Companies …