by Mark Duvall | Jan 5, 2026 | Financial Planning
In estate planning, reducing taxes is a primary concern for many clients with significant wealth, and certain trusts can help achieve this goal. For example, a qualified personal residence trust (QPRT) is an irrevocable trust high-net-worth families may use for tax...
by Mark Duvall | Nov 25, 2025 | Financial Planning
If you’re nearing retirement, you may be considering your income sources, including Social Security. You have options for when to claim your benefits — so when is the right time? As with most financial planning decisions, the answer will depend on your unique...
by Mark Duvall | Oct 30, 2025 | Financial Planning
As an Apple employee or tech professional, you may have the option to retire early, which is an exciting prospect. Still, deciding whether to do that involves various considerations, including how your home and other real estate investments may impact your decision....
by Mark Duvall | Sep 26, 2025 | Financial Planning
We often get asked by homeowners, especially those in high-cost markets like the Bay Area, if they can use a 1031 exchange to sell their primary home. While the process is complex, a 1031 exchange can help defer capital gains taxes on the sale of the primary home,...
by Mark Duvall | Dec 20, 2024 | Educational
Individuals with substantial estates require advanced tax planning strategies to help reduce significant tax liabilities during their lifetime and for their heirs after passing. A living trust is one tool high- and ultra-high-net-worth clients can consider. When a...
