Part 5: Tangible Items
This segment of our Planning Beyond the Will series includes two checklists to address any tangible items you may wish to leave to your heirs. One checklist is designated for…
Part 6: Family Pets
We know you love your pets and want to ensure your four-legged family members aren’t overlooked. When it comes to pets, the law considers them to be tangible, personal property. …
Part 7: Your Digital Footprint
Technology is constantly evolving, and for most, our electronic gadgets and digital world keeps growing. Many people don’t consider the importance of how they’d like their digital estate to be handled upon their passing.
Part 8: Assisted Living Communities and Nursing Homes
As we age, physical ailments and health issues we can’t plan for often arise that may require more care than we can get in our own homes. While no one…
Part 9: Your Funeral
This is the last segment in our series, and it’s likely the most important and most difficult to complete. Preplanning your funeral might sound like a dreadful task, but more and more people are starting to recognize the benefits of doing so.
ABLE Accounts
For many years, families with disabled loved ones avoided saving money for them for fear of the benefits they’d lose. Disabled people receiving certain federal...
The CARES Act – Updated 6/30/2020
The Coronavirus Aid, Relief, and Economic Security Act (the CARES act), which was signed into law in March this year, created an estimated $2 trillion emergency...
Finding an Advisor
According to various websites, the average person spends 13 to 15 hours researching a new car purchase, but only 6 to 8 hours researching a financial...
Finding a CPA
As Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Neither of these are fun topics, but we’re here to help. Today we’ll focus on ...
Small Business Measures in the CARES Act
Print Share The CARES Act is the largest and most comprehensive stimulus bill ever enacted by the Federal Government, and it provides a myriad of opportunities for small business owners. One…