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Financial Planning

Estate Planning Mistakes to Avoid

On July 3, 2013   /   Financial Planning, Trustees   /   Leave a comment

Estate planning mistakes are something I see all too often in my job as an attorney. It seems like weekly I have a client come into my office with an “estate plan” that is going to solve all of his problems. Usually it is, NOT SO!! Most

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Self-Directed IRA Custodian – Choose Wisely

On May 1, 2013   /   Financial Planning, Managing Your Estate   /   2 Comments

Self-Directed IRA Custodians are not all created equally. You need to carefully check out your self directed IRA custodian. I have seen a number of cases this past year where the IRS is coming after people because of what they have done with their self directed IRA.

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What’s the advantage of a Roth IRA and a Standard IRA?

On August 16, 2011   /   Financial Planning, LLC and Taxes  

Should you get an IRA? OF COURSE! But which one should you get is the question? The never ending debate has always been between a standard IRA and a Roth IRA. With a Roth IRA, the money you put in gets taxed when you put it in. When you put money in a standard IRA, […]

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