Retirement and estate planning are crucial, but are you putting yourself and your family at risk of missing your long-term financial goals using the wrong retirement account? Traditional and Roth individual retirement accounts (“IRAs”) have been mainstays of retirement planning for decades. Both types of IRAs provide important tax benefits, but each has limitations and restrictions that cause them to be inefficient for high- (and not-so-high) net-worth taxpayers. As a result, people have been turning

After a lifetime of working hard and saving for your future, you notice that the future has somehow become the present. If you want to retire soon, these steps will give you the peace of mind to retire confidently. No one wants to worry about all of the “what ifs” accompanying retirement. Although we do not have a crystal ball to look into the future, we have experience helping people like you ensure they retire

Export Controls There are various regulations given the U.S. -origin product, software, and technology. The U.S. has federal agencies responsible for creating rules applicable to direct items. The vast majority are subject to the Export Administration Regulations (EAR). If an export is a commercial commodity, software or technology, or deal-use items are subject to the EAR, which has both a potential military and commercial or civilian application. A U.S. company’s product, software, and technology are

Alzheimer’s and similar diseases can have a significant impact on a family. At the time of a diagnosis, you may not be thinking about the future. However, if you do not plan for your estate now, you could risk your assets and family’s future. When these diseases reach the stage where a person can no longer remember family members or understand their assets and important documents, they can no longer create or modify an estate

The word probate might be familiar to you, and you may know that you want to avoid it, but you don’t know how or why. You might be wondering if there is a minimum amount of assets that necessitate probate, will having a will help you avoid probate? Probate is a legal process that occurs after someone dies. This process is court overseen. It could include multiple steps, court appearances, and attorneys. The Steps to