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Your Co-owned Business Probably Needs a “Buy-Sell Agreement”

March 27, 2024

“Your Co-owned BusinessProbably Needs a “Buy-Sell Agreement’” To get my complete, FREE articlewith all the details… Are you the co-owner of an existing business? Might you be buying an existing business with some other owners? Might you be founding a new business with some other owners? If you are, you should really consider putting a“buy-sell” agreement in … [Read more...]

Estate Planning for the Rest of Us

June 2, 2023

“Estate Planningfor the Rest of Us” To get my complete, FREE articlewith all the details… Here’s some important advice I urge you to follow. If you don’t have an estate plan in place,create one now. Right now. You see, an estate plan isn’t just for the super-rich. Thanks to today’s ultra-generous $12.92 million exemption for singles, or effectively $25.84 … [Read more...]

Section 1031 Exchanges vs. Qualified Opportunity Zone Funds: Which Is Better?

December 14, 2022

“Section 1031 Exchanges vs.Qualified Opportunity Zone Funds:Which Is Better?” To get my complete articlewith all the details...   ------------------------------------------------------------------- Quick Definitions: Qualified opportunity zones are economically distressedcommunities that seek investment. If you make appropriateinvestments you may qualify … [Read more...]

Beat the Taxman With 11 Tax-free Income Breaks

September 20, 2022

“Beat the Taxman With 11 Tax-freeIncome Breaks” To get my complete articlewith all the details... It’s a miracle. The IRS is on your side! That’s right. If you know how to play the game, there are 11 tax-free income breaks that can put more money in your pocket. In my new article I’ll tell you how to take advantage of them. My list of the 11 types of … [Read more...]

Is now the Time to Transfer Your Home to Your Adult Child?

May 29, 2022

How to help your adult child buy a home in today’s overheated market. As I’m sure you know, today’s home prices have skyrocketed, which means it can be very difficult for your adult child to buy a home. What you may not know is there are creative ways for you to help make home-ownership a reality for them. If you are planning to leave your home for any reason, here’s a … [Read more...]

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