Despite many attempts at repeal over the years, the modern U.S. Estate Tax has been in place since...
Author - Previous Posts
Why Not Claim Social Security at 62?
Retirees have a choice about when to claim their Social Security retirement benefits, but for most...
What Is a ‘Caregiver’ Agreement?
As family members age and require care, the burden of that care often falls on an adult child. For...
How to Make Beneficiary Designations Better
Beneficiary mistakes can result in retirement plan assets being transferred to unintended...
What Happens to Debt when You Die?
Creditors typically try to collect on unpaid debt, by going after the decedent’s estate during a...
How Can I Be Paid as a Caregiver for a Family Member?
Caregiving for a family member can be time-consuming and emotionally draining. It can be...
Wanted: Rock Star Team Member
To continue providing superior client service, we are looking to add a Client Services Director to...
What Is a Testamentary Trust?
One component of your estate plan may be a testamentary trust, which is a legal document, usually...
Why Can’t Doctors Recognize this Form of Dementia?
Lewy body dementia reached the public eye in 2014, after reports that Robin Williams died with...
How Can I Use Estate Planning for My Small Business?
Small businesses are often caught up in growth cycles, profits and ensuring that products arrive to...