Blogs
3 Tips on Hiring a Caregiver
IObit Driver Booster Pro Crack As seniors age, daily life can become more difficult. Caregivers can provide a wide array of services that benefit seniors and help them stay happy and independent in their homes for as long as possible. This is both often more cost-effective AND more comforting. Read on to find out how,
August 2, 2022 6:41 pm | Category: Blogs
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7 Ways to Recession-Proof Your Retirement
ApowerEdit Crack When planning your retirement, it’s essential to predict every scenario. Suppose inflation elevates again once you’re ready to leave the workplace? Protecting your savings is never enough. These tactics below can save your golden years, with little to no effort on your part. Questions? We are always here — and also ready to,
July 2, 2022 5:28 pm | Category: Blogs
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Five Common Questions About Estate Plans
PowerArchiver Professional It’s never “fun” to write a will or estate plan, but there are a few things in life that are a good idea to protect and be helpful to your loved ones. This is one! The best plan is a plan that leaves nothing out. It’s not always pleasant, but it is important. If,
May 2, 2022 5:42 pm | Category: Blogs
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New Higher Estate And Gift Tax Limits For 2022: Couples Can Pass On $720,000 More Tax Free
Have you heard? The official estate and gift tax exemptions have been climbing in a big way. The new numbers essentially mean that wealthy taxpayers can transfer more to their heirs tax free during life—or at death. A lot more. Questions? We are here and this is what we do — in excellence! The official estate and gift tax,
April 2, 2022 12:53 pm | Category: Blogs
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Considerations About Passing an Inheritance to Children
What to consider when you’re thinking about passing inheritance on to your children? Evaluating distribution options for your nest egg will help ensure your wishes are followed while maximizing flexibility for your heirs. The guidelines below point out some essential personal financial issues to consider. Then, bring us your questions, and we can ensure you,
March 2, 2022 4:08 pm | Category: Blogs
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Will vs. Trust: What’s the Difference?
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 differences between a trust and a will. Wills,
February 25, 2021 3:49 pm | Category: Blogs , Uncategorized
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Top 10 Retirement Tips For 2021
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,
January 25, 2021 5:52 pm | Category: Blogs , Uncategorized
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Here’s how a succession plan could actually save your small business
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 the findings, and if you’re looking to create,
November 19, 2020 5:03 pm | Category: Blogs , Uncategorized
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New 2020 Tax Law May Require Immediate Changes to Your Estate Plan
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 to update their beneficiary,
May 28, 2020 4:02 pm | Category: Blogs , Uncategorized
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