by Wendell Cayton I grew up in the central Washington town of Yakima, which calls itself the “fruit bowl of the nation.” Like most youngsters there, I worked every summer…
Larger IRAs present major estate planning problems for the owner who wants to maximize the heirs’ legacy, not the federal tax system’s. Given the rate at which IRAs can grow…
This isn’t your father’s retirement plan! No, tax law and company culture changes have shifted the responsibility for managing retirement accounts from the company’s shoulders to that of the employee.…
The last thing a business owner/entrepreneur wants to do is spend a lot of time with an insurance agent. When I came into this business as an agent, I learned…
Giving the family home to the kids may not be your idea of prudent estate planning, but in fact, passing the family home or a second home on to the…