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
Tax season is upon us, which means that you are likely taking an inventory of not only your income for the past year but also
It is commonly believed that a personal attorney will enter the picture only in the event of a lawsuit or at a time of arrest.
Is your family prepared for the unexpected? Is everything in order? What happens to your family if you become incapacitated or suddenly pass away? If
On multiple occasions I have reviewed or updated a limited liability company’s (“LLC”) operating agreement and come across what is known as a deficit restoration
Even if you’re not a multimillionaire, a trust can be of tremendous benefit to you and your family. A trust can offer peace of mind,
When most people set up limited liability companies (“LLCs”), they do so to protect their personal assets from the creditors of their business. This type