How to Create a Family Business Succession Plan
February 2, 2023
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A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
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What Should Not Be Kept in a Safe Deposit Box?
February 1, 2023
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Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.
Can I Protect My Family after Death?
January 31, 2023
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The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.
What Happens When Property Is Owned Jointly and an Owner Dies?
January 27, 2023
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Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
How Do I Reduce Size of My Taxable Estate?
January 26, 2023
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Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
What Exactly Does an Executor Do?
January 20, 2023
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The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
Beneficiary Mistakes to Avoid
January 19, 2023
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Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
Does My Estate Plan Need an ‘ePlan’?
January 6, 2023
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At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
What are the Tax Brackets for Next Year?
December 27, 2022
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People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.
Estate Planning Mistakes to Avoid
December 22, 2022
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From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
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