Personal Finance

Consider starting the year right by updating your estate plan.

Having a relationship with a good financial planner brings a “best of” team of advisors to help you achieve your life goals.

What to know about the tax cut and how to take advantage of its benefits.

Financial planning is one area where you can benefit from asking a lot of questions, leaning on experts and continuously learning.

Unpacking the myth of the “millionaire SUV tax loophole.”

Two time sensitive year-end tax issues for physicians: can charitable travel expenses be deducted and how to safely claim a big ERC tax credit from the I.R.S.

Offshore asset protection trusts are well proven and predictable if done the right way, at the right time

Look for proper credentials, experience with medical field, and even a good bedside manner.

Your weekly dose of wisdom from the Physicians Practice experts.

Positioning your portfolio for price stability and growth

Understanding the different titling options is important so that property can pass to heirs as efficiently as possible.

Like with any complex legal structure, there are some important details and compliance issues to be aware of to do it right.

The president’s student loan initiative only covers a portion of the average debt of medical school, but the Association of American Medical Colleges says it still does some good.

The right strategy can help protect your wealth and keep you on track for retirement.

Where should your trust be located?

With recent changes to the tax code, some of the strategies of the past have become outdated, whereas new possibilities have become available. With inflation at the highest it has been in four decades, the need for physicians to utilize these strategies has gained outsized importance.

Finding a financial advisor you trust and who fits your budget can be challenging.

As you invest, how will you know whether you are doing the right thing?

Part nine of our ongoing series on the basics of trust law starts our discussion of asset protection trusts for physicians.

Our look at trusts for physicians continues with everything you need to know about benefits and estate taxes.

Which is the better investment for your retirement funds?

As the central bank of the U.S., the Federal Reserve calls the shots in the domestic markets.

Part six of our trust law crash course for doctors examines the Spousal Lifetime Access Trust, commonly known as a SLAT.

Don't forget about life insurance when planning your family's financial future.

With Tax Day on the horizon, don’t fall into these specific traps.

With the Fed looking to end its quantitative easing, rising interest rates can have a negative impact on investments.

Estate planning trusts for physicians, part four of a series on the trust law basics every successful physician should understand.

Don't fall for tax schemes that seem too good to be true.

Learn how to the IRS taxes trusts in part two of our in-depth look at this aspect of estate planning.