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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 […]

Are You Independent?

June 30th, 2020 (No Comments)

What is true independence from an individual perspective? Being independent can mean different things to different people at different points in their life. When I was young, leaving home and joining the Navy was my version of rebellion and independence. I was on my own, bald from bootcamp but skinny, fit and ready to take […]

IRA to Trust Conversion Plan: Retirement in IRA? Want to protect in a trust? What to do?

June 28th, 2020 (No Comments)

I want to talk to you today about a problem many of my clients are facing. They want to protect their assets, including retirement funds, in a trust like an irrevocable or convertible trust. Many Americans have much of their savings tied up in traditional Individual Retirement Accounts (IRAs) or 401ks painting an asset picture […]

⏱Estate Planning Seminar in 10 Minutes

June 25th, 2020 (No Comments)

What you will learn: ✅ Why Start with Foundational Planning? ✅ Can Protective Deeds Save My Home? ✅ Are Trusts Right For Me? Schedule Your FREE Consult Today In-Office . Video . Phone Have you put off planning? We understand these are strange times and as our civic duty we are offering complementary consults for […]

$$$ Is price your concern?

June 24th, 2020 (No Comments)

$$$ Is price your concern? We are flexible. Taylor explains our pricing plans and the cool 😎 services our clients enjoy for FREE. Speaking of FREE. Schedule your FREE consult today: mcelderlaw.com/freeconsult. Schedule Your FREE Consult Today In-Office . Video . Phone Have you put off planning? We understand these are strange times and as […]

CHARLOTTE TODAY SHOW! Special Needs & Estate Planning

June 17th, 2020 (No Comments)

CHARLOTTE TODAY SHOW! Special Needs & Estate Planning: Greg & Colleen chat about the importance of planning for special needs family members. Schedule Your FREE Consult Today In-Office . Video . Phone Have you put off planning? We understand these are strange times and as our civic duty we are offering complementary consults for Estate […]

The Most Important Asset Protection Tools

June 11th, 2020 (No Comments)

                 The root of the word “protection” comes from the Latin “protectus”, which meant to “cover” or be “in front of”, implying that the protector is in front of the danger before the danger happens. Thus, protection is all about planning ahead to anticipate possible risks before they […]

Time Flies When You’re Having Fun!

June 11th, 2020 (No Comments)

Happy Anniversary to my wife of 21 years, Stefanie! I love this evening. Perfect! Good weather, good food and great company. Our lives have changed over the years. Yours will too. Let us know if we can help you and your family. Schedule your FREE CONSULT today. mcelderlaw.com/freeconsult.

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