May 2014

If you have considered buying a timeshare to escape the winter blahs in a sunnier clime, you may want to think again. Often, timeshares turn out to be poor investments. Timeshare units are often hard to sell and they have high annual fees ($200 to $1,000 per year, with several hundred dollars typical) used to […]

Having assets increase in value is very beneficial, but it does not come without its challenges. For most assets, the increased value is subject to either individual income tax or capital gain. Simply put, income tax is generated from your “own efforts” while capital gain results from your :investments.” The amount of individual income tax

You may have read about the 10 Year Probate Case in my last post. Here are the methods we use to help clients avoid probate and save time, expense, and stress for all. • Add beneficiaries or joint owners to your real estate. There are several things you must consider when deciding how to avoid