Helping a Child Buy a Home

Helping a Child Buy a Home

First-time home buyers today face a trifecta making a starter home a bigger challenge than in years past. Home prices have surged, rising interest rates have made a mortgage more expensive, and an increase in all-cash offers has made it difficult for many people...
What is a Dynasty Trust?

What is a Dynasty Trust?

When most people undergo estate planning their main goal is to provide to their intended heirs generational wealth which can help them live more fulfilling lives after you have passed away and left them your assets. There are various estate planning strategies that...
How Does Step-Up in Basis Work?

How Does Step-Up in Basis Work?

Taxes are unavoidable in today’s economy for the most part. This includes all types of financial endeavors and areas of personal finance. Estate planning is no exception to this which means it is a good idea to have a tax strategy in mind when planning how to...
How Do 401(k) Plans Work?

How Do 401(k) Plans Work?

Most people have to work to provide an acceptable quality of life for themselves and their families. However, you cannot continue to work forever and at some point you will need to start getting ready for retirement. Many employers can help you get started with a...