As year-end approaches, there are several strategies for investors to consider as they review their tax and estate planning.
An interfamily loan may be a viable alternative to a current mortgage for family members looking to buy a home.
An asset protection strategy should be part of any financial plan to protect assets from creditors and litigation.
The number of unmarried partner households is on the rise and these couple face some unique financial planning challenges.
The expiring tax law provides a planning dilemma and opportunity for high-net-worth households concerned about the future of federal estate taxes.