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Asset Protection

HomeNews & BlogAsset Protection
June 07,
2018

Save or Shred? Follow These Recordkeeping Guidelines

Are you a recordkeeping pack rat? Many individuals and businesses hold onto paper and digital records indefinitely — just in case. […]

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May 17,
2018

FAQs about Deducting Home Loan Interest under the New Tax Law

The Tax Cuts and Jobs Act (TCJA) changes the rules for deducting interest on home loans. Most homeowners will be unaffected […]

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January 30,
2018

Retirement Account Catch-Up Contributions Can Add Up

Are you age 50 or older? If so, you can currently make extra “catch-up” contributions to certain types of tax-favored retirement […]

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January 10,
2018

Tax Cut Law: Mostly Good News for Employers and Employees

The most immediate concrete change the Tax Cuts and Jobs Act (TCJA) will bring about for employers is new payroll […]

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October 27,
2017

2018 IRS Estate and Gift Tax Inflation Adjustments

The IRS has announced the 2018 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer […]

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October 24,
2017

Issues Regarding Valuation of Cash and Non-Cash Assets in Estate Planning

Valuation of Cash or Financial Assets Valuation of Cash or Financial Assets is determined by providing an independent statement such […]

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October 18,
2017

Report Warns Retirees about Potential Downsides of Reverse Mortgages

Reverse mortgages have been around for years. But they're getting a new spin: Some senior homeowners are tapping into their […]

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June 13,
2017

Qualified Domestic Trusts (QDOT)

The basic idea of a Qualified Domestic Trust or QDOT (normally built into most revocable living trusts) is to avoid […]

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June 01,
2017

Business Continuity Solutions In Case of Death or Incapacitation

How does your small business Corporation or LLC pass to your family members upon your death? We have come across […]

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April 03,
2017

Is This Your Situation: Worried about Taxes on an Asset Sale?

There is always a temptation to just sell off assets that you've accumulated and take the cash. But that generally  results […]

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