Bruce Brugler
Recent Posts
Estate Taxes and Your Lifetime Exemption: Use it or Lose it?
Wealthy families with a desire to transfer significant wealth to future generations should act swiftly as there is real risk that their ability to do..
Location, Location, Location!
Tax Reform creates a compelling reason to locate inter-generational assets out of highly taxed states. We all know the mantra of real estate agents:..
Volatility is NOT Your Enemy!
With the sudden return of volatility to investment markets, many investors are questioning whether it’s time to reduce or eliminate their exposure..