Our Estate Planning Blog

protect real estate

How Can I Protect My Real Estate Investments?

If you’ve decided to join the real estate industry, asset protection is paramount. Just like in most industries, investing in real estate has its shortcomings. Adopting different asset protection strategies for your real estate will secure your property.

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Year-End Financial Checklist

Year-End Financial Checklist

A task without a deadline is just wishful thinking. Sometimes, you can get away with procrastinating. If you never get around to alphabetizing your spices, no one’s life will change.

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what is the job of an executor

What is an Executor?

One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.

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Leftover 529 money

What Can I Do with Unspent Money in a 529 Plan?

Despite the burgeoning cost of higher education these days, you might still find yourself with unspent money in a 529 plan after your child has graduated from college. As you may know, if you withdraw the money for non-qualified education purposes, you have to pay taxes plus an additional 10% penalty on the earnings withdrawn from the account.

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