Category Archives for Tax

7 Big Questions You Should be Asking About Your Retirement Plan

October 3, 2018
/ Asset Protection Estate Planning No.More.Tears. Tax Wills & Trusts
/ By Tom Lofton

401(k)s are great for saving for retirement. However, they’re quirky. Even the most-seasoned savers have questions.

A “Trust” is Not Always the Right Answer

August 16, 2018
/ Asset Protection Estate Planning No.More.Tears. Tax Wills & Trusts
/ By Tom Lofton

Getting a trust for an estate plan is often presented as something that everyone should do. However, trusts are not always needed and have some drawbacks of their own.

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