Selling Large Asset and Minimizing Taxes

/ By: Phillip T. Wylkan

Category:

Selling a large asset can trigger taxes at a high rate. See how a typical client can slash their taxes by using alternatives, such as a Charitable Remainder Trust.

Read more »

Looking After the Little Details Can Pay Off

/ By: Phillip T. Wylkan

Category:

This month’s alert covers the importance of planning for tangible and intangible personal property. Often items that are little financial value are of significant sentimental value and the distribution of those items can lead to...

Read more »

Planning for Retirement Assets Can be Difficult

/ By: Phillip T. Wylkan

Category:

This month’s Alert examines the rules regarding distributions from IRAs and retirement plans. In particular, it examines reasons to make a trust the beneficiary and rules regarding who is the measuring life for minimum...

Read more »