08.21.2015
Tips for Planning With Bitcoin Assets
As of this writing, the IRS views bitcoins as property. The digital currency has gained enough traction that the IRS has started to pay attention. …
Tips for Planning With Bitcoin Assets
As of this writing, the IRS views bitcoins as property. The digital currency has gained enough traction that the IRS has started to pay attention. Now, owners of bitcoin are responsible for recognizing loss or gain and filling out taxes and W-2s where necessary as a result. 
To include bitcoins in your planning, follow these steps:
Schedule a meeting with a member of our advisory team
Blog
08.20.2015
The Downside of Reverse Mortgages
These mortgages are marketed quite heavily to the target market- individuals over the age of 62. These provide the ability to borrow against home equity, …
08.19.2015
A Real Look at Predators and Lawsuits
Most people are aware of how devastating one lawsuit can be, even if they have never been victims of one. Despite this, many people are …
08.18.2015
Probing Questions for Succession Planning
The prospect of planning ahead for retirement and the possible sale or transfer of a business raises a lot of questions. It is important to …
08.17.2015
Proactive versus reactive approaches in elder law planning
Although it is certainly possible to achieve a fair amount with reactive planning in an elder law crisis, it is much easier to plan in …
08.14.2015
Tips for Planning for Blended Families
As a result of relatively high divorce rates and better longevity these days, blended families now outnumber traditional families. Divorce and remarriage has the …
08.13.2015
Is There a Way to Protect Against a Dishonest Executor?
An executor plays a very important role in carrying out an estate, and it can be nerve-wracking as well as frustrating if you suspect that …
08.12.2015
Using Life Insurance and Annuities for Asset Protection
There are many asset protection tools out there- you can just ask your attorney to highlight some of the most popular ones for you. Asset …
08.11.2015
How to Write a Business Succession Plan
If you have gone through the legwork to think through a business succession plan, you are already ahead of most business owners. Knowing the basics …
08.10.2015
Will Medicaid and Medicare Speak to the Future of the ACA?
The question of whether existing government programs will influence the future of public policy for others is a hot topic right now as politicians on …
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