Today’s episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves ...

I’m a time management strategist who, last week, skipped the very same planning session I make my clients work through each week. I assured myself it would be fine to skip it just this once and in the ...

LLC: Mr. Smaldino owned and operated numerous rental properties. He put 10 of his rental properties into a family limited liability company (LLC), which he owned through a revocable trust. Having ...

Estate planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...