“Plain vanilla” retirement plan options may not serve business owners’ best financial interests A select group of entrepreneurs are taking advantage of advanced retirement solutions that most business owners aren’t even aware of. Sophisticated...
Private placement life insurance (PPLI) helps mitigate the tax bite from a variety of different types of investments and makes it possible to capture returns tax-free.Even if the government lowers the tax rate going forward, you still come out ahead using PPLI if you...
Administering an estate and making sure all the i’s are dotted and all the t’s are crossed can be a daunting task. Discover what it takes to be an effective executor so that if you’re asked to be one, you can decide whether the job is for you. Executors’ many duties...
As restrictions lift across the country and in Washington state, restaurants, wineries and tasting rooms are opening again at full capacity. Did you know that Lake Chelan is the third deepest lake in the country? While this may be one interesting reason to visit Lake...
The Water Sports Foundation recommends the following tips to maximize boating fun and safety this Fourth of July weekend, and beyond Throughout the country, boaters are expected to cruise to popular gathering spots this Fourth of July weekend with friends and family,...
President Biden is asking Congress for higher taxes on inherited properties. As is being discussed across news channels, this may impact families with more than $1 million in gains. Financial experts recommend estate planning strategies now, to avoid a surprise tax...
