C19 UPDATE: Keeping Ourselves and Our Elderly Loved Ones Safer
If you’re caring for an older loved one, you might be worried. Here is what you need to know to keep elderly people safer, and what to do if they do show symptoms of COVID-19.
How Do I Do the Most with My Inheritance?
You may have a friend, or two, who has blown a large inheritance. Some of you may have also seen a news story about a lottery winner who went bankrupt (or worse) just a few years after receiving a life-altering sum of money. If you don’t want this to be you, keep reading as we share five tips to make the most of an inheritance or windfall.
C19 UPDATE: IRS Postpones Gift and GST Tax Filing Deadline to July 15
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15, 2020, because of the novel coronavirus pandemic.
Are You One of the Many Headed toward Financial Disaster?
Managing your finances likely isn't the most exciting task on your to-do list, but it's crucial if you want to reach all your financial goals and set yourself up for long-term success.
Why are Some Grocery Stores Taking Steps to Protect Older and Vulnerable Customers?
As supermarkets frantically work to restock shelves and calm panicked shoppers, some stores are taking steps to protect older and vulnerable customers, who may be at the greatest risk from the novel coronavirus.
What Do Farmers Need to Create an Estate Plan?
When you are a farmer, your business is not only your livelihood and your passion, but, often, it is also intermingled with your family life.
C19 UPDATE: CDC Updates Coronavirus Guidance for Businesses
C19 UPDATE: CDC Updates Coronavirus Guidance for Businesses As we learn more about the coronavirus the Centers for Disease Control (CDC) is updating the guidance they give to business owners and employers. They issued updates on Friday, March 21st to include Updated cleaning and disinfection guidance Updated best practices for conducting social distancing Updated strategies…
Does My Business Need a Succession Plan?
As a small business owner, you should be thinking about your succession plan. A succession plan—or exit plan—is the strategic transferring of management roles or ownership of the company to others, whether it be a family member, an employee or an outside party.
Coronavirus News Should Make You Think about Estate Planning
Nobody likes to think about their own mortality, and that's why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.
Charitable Giving and Your Estate Plan
Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time.