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Asset protection trusts (APTs) are designed to protect a settlor’s assets from creditors while allowing the settlor to benefit from the trust. Here are key

Self-directed IRAs allow individuals to direct their IRA investments into a broader range of assets, including real estate, private companies, and other non-traditional investments. However,

Prohibited transactions in self-directed IRAs are defined under Section 4975 of the Internal Revenue Code. These transactions generally involve improper use of the IRA by the

In previous blog posts, I have discussed Self-Directed IRAs in depth, but now I would like to look at the role of a Custodian in

Self-Directed IRAs offer greater investment flexibility compared to traditional IRAs and can be a worthwhile investment. However, it is important to understand the rules and

These benefits make self-directed IRAs a powerful tool for retirement planning, offering flexibility, tax advantages, control, potential for higher returns, and creditor protection. If you

Life insurance policies offer several tax benefits. These benefits make life insurance policies a versatile tool for both individual and corporate financial planning, often offering

A Self-Directed IRA is a type of individual retirement account that allows the account owner to make investment decisions and direct the investment of the

It is important to understand the tax implications of owning real estate. Here is a list of four potential tax benefits of owning real estate:

Too often clients come into my office wanting to invest with a friend or a friend of a friend who has the latest and greatest