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Monthly Archives: July 2020

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The Death Tax is Coming Back

July 19th, 2020 (No Comments)

            That title is a bit of a misstatement. The death tax (aka estate tax) hasn’t gone anywhere; it just doesn’t affect you.  Unfortunately, that’s probably going to change soon. Let’s explore what we could be facing in the future.  What is the Death Tax?             The “death tax” is […]

Charlotte Today Show: The Pros & Cons of Estate Planning

July 12th, 2020 (No Comments)

✅Pros & Cons of Estate Planning: 🤷‍♀️Why haven’t I protected my hard earned money and property with an estate plan? Eugene and Greg explore that question as they go step-by-step over the pros and cons of estate planning. In this episode learn: ⚜️The high costs of waiting. ⚜️How planning can be very affordable. Eugene: You […]

How to Avoid Taxes when Selling Property

July 6th, 2020 (No Comments)

  Probably the largest concern that arises when someone wants to sell property is the possible tax implications of such sale. Luckily, the tax code is set up in such way that incentivizes property ownership and transfer. This means that there are procedures by which tax can be avoided that have been built into the […]

Tax Free Retirement

July 6th, 2020 (No Comments)

  There’s nothing more certain than death and taxes, or so it’s been said. And, while there’s nothing I can do about the former, I’d like to talk to you about how to best avoid the burden of taxes in retirement. Let’s first discuss what I mean by “tax-free retirement”. A tax-free retirement means planning […]

Independence Day Article

July 4th, 2020 (No Comments)

            This country has survived and thrived over two hundred years, expounding the values upon which we were created: freedom and liberty. The extent of our freedom and liberty have changed over the years. For the most part, every one of us have enjoyed more freedom and more liberty as […]

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