Grandparents can help fund grandchildren’s education while benefiting their own estate and tax planning.
Month: November 2022
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
Keep 3 things in mind when choosing a business entity
You may have dreamed of starting your own company for years before you were able to start making that dream a reality. From time to time, you may have thought about numerous things, such as whether you would have a brick-and-mortar establishment, what products or...
In Healthcare Planning, the Right Choices Save Time and Prevent Tears
Healthcare is one of the biggest expenses to plan for in retirement, and choosing the right Medicare plan is of the utmost importance.
When Is It a Good Idea for a Trust to Own Your Home?
It’s important to plan specifically for what will happen to your home after you die.
Selling a Business Has to Work on All Fronts
Selling a business involves many considerations, including doing the right thing for employees, partners, and family members.