If you are like most people, wills, trusts, life insurance, disability income insurance, and advance directives are topics you would just as soon avoid. Yet,...
Nothing lasts forever. While trusts can stretch across generations and keep valuable money and property within a family, no trust has unlimited funds or an...
If the word “retirement” makes you simultaneously chuckle and cringe, you may be one of the many family business owners who can’t imagine ever fully...
Historically, The 1998 IRS Reform Act shifted the burden of proof from the taxpayer to the Internal Revenue Service (IRS) in certain situations. Does this...
Estate planning has traditionally focused on how to minimize estate taxes and designate “who gets what” when you die. However, managing your affairs in today’s modern world...
Whether you have inherited some of your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond. The...
Those employed in industries in which tipping is common may not know that the IRS views tips as potentially taxable income. Regardless of whether you...