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Paul Deer, CFP®

What is a Trust, and Who Needs One?

What is a Trust, and Who Needs One?

For more on estate planning and trusts, read our free “Guide to Legacy & Estate Planning.” Read the Guide. Most people view trusts as something only necessary for the ultra-wealthy. But like a good whiskey, trusts don’t need to be just for...
Taxes and Your Estate Plan

Taxes and Your Estate Plan

They say only two things are certain in life: death and taxes. Unfortunately, sometimes the two come hand in hand, especially if you haven’t planned ahead. Enter taxes – and your estate plan. Currently, the estate tax only impacts those who are leaving...
CASE STUDY: Funding College While Saving for Retirement

CASE STUDY: Funding College While Saving for Retirement

The Situation Sam and Bailey are married with three young children. The couple, who are both doctors in their mid-30s, live in Colorado which is one of the handful of states that offers a generous unlimited state income tax deduction for 529 contributions....