Category Archives: Wealth Preservation

Tax season is over, but there is no time like the present to begin considering a tax plan for your future. Tax Savings In a Retirement Plan Trust Over the past several years, our firm has done extensive research to discover the best ways to help our clients eliminate or minimize tax savings for beneficiaries […]

It’s not enough to simply have a will. If you want to ensure your assets are distributed in the way you’ve planned after your death, you must learn how to title your assets properly. Too many people forget to title their assets, forget to update them, or simply assume their family and friends will bestow […]

In our last post, we talked about the IRD taxes that your beneficiaries will have to pay after they inherit your IRA. These taxes cannot be eliminated, but they can be reduced with the “stretch out” plan we recommended. Please read our previous blog post for more details, but basically, the plan works like this: […]