Category Archives for "Estate Planning"

Jun 29

Blended family estate planning

By Juan Pyfrom

If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn out court battle.  So let’s start with clarity around what a blended family is and whether you […]

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Jun 22

How Do Trusts Help You Save on Taxes?

By Juan Pyfrom

Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you.There are two types of trusts, and each have different tax consequences.Revocable trusts, which are the far more commonly used trusts, have no tax consequences whatsoever. A revocable trust has […]

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Jun 15

Is It Time to Go Solo(preneur)?

By Juan Pyfrom

There’s nothing like a major change in the economic climate to make you rethink your day job. “Business as usual” currently means a large element of uncertainty about what the future holds for your working life. Whether you’ve lost your job, had your hours cut, or have seen these things happen to people you know, […]

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