The Senate finance committee passed the “Tax Cuts and Jobs Act” and the Senate is due to vote on it after Thanksgiving (2017). This bill is packed with a lot of changes. So, if you’re a physician family and/or a high earner, what’s in it for you? Continue reading
estate planning
How & When a Trust Can Help You
Lately, we’ve been doing a lot of estate planning with clients and there have been several discussions about trusts and estates on the White Coat Investor Forum, such as: Continue reading
A Look at Donald Trump’s Tax Plan
In the confusion and rancor of the election, the media really didn’t focus on the tax plan proposed by Donald Trump this fall. As a result, we’re just now beginning to ask the question, “How would our taxes change in a Trump administration?” The truth is, Continue reading
Six reasons you may need a trust
Used properly, trusts can benefit people from all walks of life – not just the wealthy and well-connected. Continue reading
How do I start a Roth IRA for my child?
As long as your child has earned income, no matter the age, he can contribute Continue reading
Roth IRA Quiz
You may have your own Roth IRA, but how well do you know the rules? Continue reading
When might I need a trust?
This is an extremely complicated area, but trusts can be useful to most anyone at some Continue reading
What is a trust?
A trust is an entity separate from you. Think of it as a box that you put assets in for Continue reading
What is a Roth IRA and do I need one?
A Roth IRA is an IRA that is not tax deductible when you make contributions. All growth Continue reading
Will you run out of money?
In a recent survey of high net worth individuals (defined as people who have
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