Posts by Financial Design Studio, Inc.
Inheritance Taxes for Beneficiaries
In this video, we walk explain inheritances taxes for beneficiaries, like inheriting an IRA and how to think about trust taxes.
Read MoreEpisode 45: Understanding the Inheritance Process
In this episode, we discuss the roles involved in each stage of the inheritance process, and how to use them to build relationships.
Read MoreShould You Buy or Rent a Home? [Video]
In this video we breakdown the advantages and hidden when you buy or rent a home, and even if you should consider building instead!
Read MoreThe Quarterly Advisor: Second Quarter 2024
The Quarterly Advisor: Second Quarter 2024 | Federal Budgets and Fiscal Dominance | 2023 Tax Season Recap | Meet our COO
Read MoreEpisode 44: Should I Rent or Buy (or Build)?
In this episode, Rob explains the 2024 housing market, his own choices to rent or buy, and things to consider about building.
Read MoreStrategies for Tax Returns [Video]
In this video we share often missed strategies for tax returns, from child education credits, to trust rules, and safe harbors.
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