Jan 4, 2021 | Estate Planning, Estate Planning PENDING, Uncategorized
Does Your Estate Plan Clearly Communicate Your Wishes? January 13, 2021 Precise language is critical in wills, trusts and other estate planning documents. A lack of clarity may be an invitation to litigation. An example of this is the dispute that arose...
Jan 4, 2021 | Tax, Uncategorized
PPP Loan Expenses Are Now Tax Deductible January 6, 2021 The PPP program was created by the CARES Act in March 2020 to help businesses which were adversely affected by the COVID-19 pandemic. Qualified businesses could apply for and receive loans of up to...
Jan 4, 2021 | Estate Planning, Uncategorized
Make Your Legacy Last By Educating Your Children About Wealth Management January 6, 2021 If you’ve worked to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations. Educating your children about...
Dec 15, 2020 | Estate Planning, Uncategorized
ABLE Accounts and SNTs Two Options for Families with Disabled Love Ones December 22, 2020 If you have a family member who’s disabled, you likely know that financial and estate planning can be tricky. You don’t want to jeopardize his or her eligibility...
Dec 2, 2020 | Uncategorized
Tips to Organize Taxes December 29, 2020 As important tax records start filling mailboxes, how can you make sure your tax preparation goes smoothly and efficiently this year? Here are some tips. Keep it All in One Place It seems obvious, but how often...
Dec 2, 2020 | Tax, Uncategorized
Lower Your Taxes This Year December 10, 2020 While 2020 winds down, there is still time to reduce your tax burden. Here are six ideas that can save money for most of us. 1. Leverage Pre-tax Savings Take advantage of opportunities to set aside income on a...
