As a small business owner, you should be thinking about your succession plan. A succession plan—or...
Category - Previous Posts
How Is the Inheritance Tax on My Estate Paid?
Most of my money is in investments, and most of my beneficiaries will face the inheritance tax when...
Do Seniors with Dementia Show Signs of Financial ‘Symptoms’ Years before a Diagnosis?
A new study led by researchers at the Johns Hopkins Bloomberg School of Public Health and the...
What Unusual COVID Symptoms are Seen in Seniors?
Largely asymptomatic seniors may experience a symptom not commonly associated with the coronavirus.
When Should I Claim Social Security?
Know the five factors you should consider, when weighing whether it's time to tap your benefits.
If You’re Going to Die, You Need an Estate Plan
Estate planning sounds like you need to be of nobility and own country estates before it applies to...
Estate Planning for Parents with Young Children
What would happen with your kids, should something happen to you? It’s a question that most parents...
Do I Have to Pay Taxes on My Inheritance?
An inheritance is not subject to income taxes.
Why Should I Create a Trust If I’m Not Rich?
The perception is that trusts are for the very wealthy and that they cost a ton of money to set up...
Will I Get A Bill as My Inheritance?
Debts, just like assets, are considered part of a person’s estate. When that person passes away...