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11 May

BOLSTER WEALTH MANAGEMENT WITH TRUSTS

Trusts can help affluent individuals and families manage, protect and grow their wealth. But there are a wide variety to choose from, so it’s important to understand the basic concepts behind trusts before choosing one. This article defines trusts and provides an example of how...

09:00 / Inheritance / Legal

21 Oct

CHECK KITING IS NO SMALL MATTER

Despite the business community’s rapid adoption of digital payment methods, some companies continue to rely on paper checks. But there’s a long-standing problem with checks: They make businesses vulnerable to several damaging types of fraud, including check kiting. This article describes how a check kiting...

06:00 / Insurance / Legal

25 Oct

STATE TAXES IMPACT BUSINESS SALES, TOO

Business owners sometimes decide to put their companies on the market. When doing so, they may focus on the federal tax implications of a sale. But there will be state tax implications, too. This brief article touches on some key issues regarding state taxes....

06:00 / Budgeting / Legal / Taxes

29 Oct

ARE YOU A MEMBER OF THE SANDWICH GENERATION

The “Sandwich Generation” consists of those individuals who are currently taking care of their children and their elderly parents. This article covers some critical steps to take when incorporating an elderly parent’s needs into an adult child’s estate plan....

09:00 / Budgeting / Insurance / Legal / Taxes

27 Oct

WILLS AND LIVING TRUSTS: ESTATE PLANNING IMPERATIVES

A well-crafted, up-to-date estate plan is an imperative for everyone. It can truly help ease the burdens on your family during a difficult time. This article looks at wills, living trusts and other important documents....

09:00 / Budgeting / Legal / Taxes

BOLSTER WEALTH MANAGEMENT WITH TRUSTS

CHECK KITING IS NO SMALL MATTER

STATE TAXES IMPACT BUSINESS SALES, TOO

WILLS AND LIVING TRUSTS: ESTATE PLANNING IMPERATIVES

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