If 2020 has taught us anything, it’s that you can’t predict the future. But you can certainly prepare for the unexpected. Many people are doing so by establishing wills, trusts, and estate plans. If you’re thinking of doing the same, here is a comprehensive overview of the differen
Read More...By Robert Fraxedas February 25, 2021 Category: Blogs ,Uncategorized
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2021 has been a welcome new year for all of us, although it will still be a while for many businesses and people to pick up the pieces of the chaos that was 2020. Here are some tips for folks who may be considering retirement in 2021, perhaps earlier than planned. For many Americans, retirement,
Read More...By Robert Fraxedas January 25, 2021 Category: Blogs ,Uncategorized
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It’s the holiday season and maybe a most unconventional one for many of us, but don’t let that stop you from enjoying it! Although you may have to incorporate social distancing into your plans, you can still keep your loved ones close. Ensure some future security for them in the form of
Read More...By Robert Fraxedas December 21, 2020 Category: Uncategorized
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There are some silver linings to this most unconventional year. A new report focuses on the positive things that entrepreneurs have learned. One pattern has been the establishment of succession plans for small businesses across the country and the associated benefits. Here are some more insights on
Read More...By Robert Fraxedas November 19, 2020 Category: Blogs ,Uncategorized
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Nobody wants to think about their mortality. But it’s much better to do so when you have the time, and the health, to consider everything you need to do to protect your assets, your belongings, and most importantly, your loved ones. A will is the most well-known legal document that people know abo
Read More...By Robert Fraxedas October 16, 2020 Category: Uncategorized
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There are several reasons to own trust, and knowing what’s best for your situation can make a massive difference. To learn more about creating a trust, and the reasons to do so, check out the video. In this video, Mark Kohler discusses why it can be smart to create a trust in a
Read More...By Robert Fraxedas September 17, 2020 Category: Uncategorized
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Business succession planning is an important subset of estate planning for most business owners or partners, particularly those with families. However don’t be mistaken, even if you think there’s no one who can step into your shoes right now it’s still enormously important to
Read More...By Robert Fraxedas July 14, 2020 Category: Uncategorized
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With COVID-19 impacting more and more Americans, individuals across the country are scrambling to set up wills and end-of-life directives. While some may think they can easily create a will themselves via an online service, truth is, wills may not be executed in compliance with the proper will
Read More...By Robert Fraxedas June 24, 2020 Category: Uncategorized
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As of January 1 of this year, changes were made to U.S. tax laws that may require those with an IRA, 401(k) or 403(b) to update their estate plan. The Setting Every Community Up for Retirement Enhancement (SECURE) Act made significant changes to retirement account rules that will require many people
Read More...By Robert Fraxedas May 28, 2020 Category: Blogs ,Uncategorized
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The global COVID-19 outbreak has everyone thinking about what could happen if the disease spreads more fully across the general population. Despite best efforts to contain the outbreak, people in dozens of countries around the world have contracted the virus. That points to the need for people to pl
Read More...By Robert Fraxedas April 18, 2020 Category: Uncategorized
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