For some retirees, seeking how to limit tax implications of taking required minimum distributions from their savings, a qualified charitable distribution might be the solution, writes attorney and wealth planner Beau Ruff.
The rabbit hole of privacy planning can become deep when it comes to protecting the identity of real estate owners, according to attorney and wealth adviser Beau Ruff.
Attorney and financial planner Beau Ruff advises: When business owners get even the slightest hint of an interest in exploring sale options, they should engage a valuation expert.
Between Washington’s current noncompete law and its scheduled updates and the new Federal Trade Commission rule, there’s a lot of nuance to parse when putting together any restrictive employment clauses.
When weighing how best to incorporate charitable giving into your estate plan, it can make sense to lean on pre-tax retirement accounts such as a 401(k) or traditional individual retirement account.