Curated content to help plan for your future.
Business plans often address marketing, growth, and product development issues. However, business owners fail to create an exit strategy, succession plan, or acquisition plan. Although you’re not ready to sell your business or retire now, preparing for the future of your business is crucial.
Read MoreFederal estate tax law includes a provision called portability. This provision only applies to married couples. It allows the surviving spouse to use any part of their deceased spouse’s unused estate and gift tax exemption.
Read MorePlanning a wedding isn’t the only part of your future you and your partner should focus on as a couple. Seniors must ensure that they create an estate plan that protects their interests and their spouse’s future.
Read MoreTrusts are complex legal documents and people naturally have questions about how they should and should not be used as part of a comprehensive estate plan.
Read MoreIn general, middle-income seniors have income and assets that make them less likely to qualify for Medicaid. At the same time, they may not have adequate resources to pay for the rising costs of housing and care options they need.
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