Managing your estate to maximize your wealth for you and your family can be accomplished through the use of two types of charitable trusts. Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs) are two types of trusts known as, split-interest trusts used by individuals and families for managing taxes in an estate plan while…
Read more
The Year in Review – Can Help You Stay on Course in 2017
The Year 2016 is near and end. For those who do not have a financial plan, it is sometimes hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish…
Read more
Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties
The Trade Priorities and Accountability Act of 2015 (H.R. Bill 2146), also known as the Defending Public Safety Employees’ Retirement Act, became effective December 31, 2015. The new tax law expanded the exemption for many federal public safety employees to include federal law enforcement officers, customs and border protection officers, federal firefighters, and air traffic…
Read more
A Financial Plan Annual Review Can Help You Stay on Course
Another year has come and gone. It’s hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish the goals we want for ourselves and our families. I just had…
Read more