by Thomas Kosner | Aug 8, 2024 | Charitable Giving, Tax Planning
Our clients, George and Kate, are busy raising their three elementary-school-age children and renovating a home in California. George was on the ground floor of a tech start-up bought by a larger, publicly traded company. Nearly ten years later, he continues to work... 
by Thomas Kosner | Jul 8, 2024 | Charitable Giving, Financial Planning
At Tru West Financial, we understand the importance of integrating philanthropy with financial planning. One powerful tool for achieving this balance is the Charitable Remainder Trust (CRT). A CRT furthers your philanthropic goals and offers significant economic... 
by Thomas Kosner | May 29, 2024 | Estate Planning
When it comes to locking in your financial legacy and optimizing tax benefits, irrevocable trusts often emerge as a strategic option for savvy investors and estate planners. Unlike their more flexible counterpart, the revocable trust, irrevocable trusts are the... 
by Thomas Kosner | May 3, 2024 | Charitable Giving, Education Planning
While many grandparents enjoyed relatively affordable college costs when tuition and living expenses were manageable enough to graduate with little debt, the landscape has shifted drastically for today’s students. The cost of a four-year university education has... 
by Thomas Kosner | Mar 27, 2024 | Tax Planning
We’ve all been there. It’s late evening April 14th and there isn’t enough wine left in the bottle to get you through the endless labyrinth of forms and receipts scattered across the kitchen table. Panic ensues as the deadline looms. Like every year you’ll squeak it... 
