Carl M. Fellhauer
Trusted Financial Advisors is not affiliated with Cetera Advisors LLC
Trusted Financial Advisors is not affiliated with Cetera Advisors LLC
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
How Long Will It Take to Pay my Balance?
How much life insurance would you need to produce a sufficient income stream for your family?