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Latest Blog Posts

Planning Pays Off: An Illustrative Look at Carrie Fisher’s Semi-Failed Estate Plan

Posted on: October 23rd, 2017
Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, cannot be underestimated. A comprehensive plan can mean the difference between an expensive and unnecessary “time spent in court headache” for your loved ones or an easy “in your lawyer’s office” transition that allows your family time to grieve in peace. When a high profile celebrity passes away, we can learn a lot about the value of careful planning when using their estate plan as a case study....

Women Leaders in Business: The Bottom Line

Posted on: June 13th, 2017
Do women have it tougher than men in the corporate world? Many signs point to yes, but a 2015 report released by New York analytics firm MSCI suggests companies with strong female leadership show greater returns on equity than those without. The report found companies with strong female leadership held a 2.7% return on equity advantage over those without a similar leadership profile (10.1% vs. 7.4% respectively). And businesses that lacked gender diversity in board positions faced more governance issues than the average. ...

Your Rights as the Parent of a Young Adult - What You Need to Know When a Medical Crisis Hits

Posted on: June 13th, 2017
As a parent, you are most likely quite accustomed to managing the legal and medical affairs of your children, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care usually can do the trick. But what happens when those “children” turn 18, and are now adults in the eyes of the law, and need of urgent medical attention far from home? The simple fact is that the day your child turns 18, he or she becomes an adult, and have the legal rights of an adult. What this means for you is that you lose your prior held rights to make medical and financial decisions for your child, unless your child executes legal documents giving you those rights back. Without the proper legal documents in place, accessing medical information, and even being informed about your adult child’s medical condition can be difficult and in some cases, impossible. ...

Is Your Small Business Being Audited? Stay Calm and Read On

Posted on: April 17th, 2017
Audits can happen to any business. Small businesses are no exception. The IRS can conduct an audit on your business when your tax filing contains questionable deductions, your business is of particular interest to the IRS or by random selection. Contrary to popular belief, being audited doesn’t necessarily mean you did anything wrong. And for those who are prepared, it doesn’t have to be the end of the world. If your small business is being audited, don’t panic. If you stay calm and seek expert help, you can get through your audit easily. The key to surviving your audit is all in your response. Audits vary in their complexity. The IRS conducts three types of small business audits, each of which call for a different course of action. Here’s what you need to know: ...

How Can I Plan for a Strategic Retirement?

Posted on: April 17th, 2017
Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life changes by planning accordingly. Time It Get your timing right. Review and understand your employer’s policies on 401(k) matching and profit sharing. Make sure you plan to retire at a time when you can reap all the vested benefits you have coming to you before they expire. Sit down with your company’s HR department to maximize your retirement benefits. Bridge the Insurance Gap If you are retiring before the age of 65, you could have a lapse in insurance coverage before you are eligible for Medicare. If your employer doesn’t offer retiree health insurance benefits (and most don’t), look into COBRA insurance to extend your current coverage or an individual insurance plan to carry you over until Medicare kicks in. Don’t forget about life insurance and long-term care insurance either. If you do not have an insurance advisor you trust, we can refer you to someone, and we can also provide an objective backstop review on any insurance you do have in place to make sure it’s the right amounts and right types for you. ...

Is Your Family “Too Young” to Need an Estate Plan?

Posted on: March 24th, 2017
Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can be more focused on what is happening to their family in the present. And you even may find it hard to justify planning for an “estate” you haven’t yet established! But here’s the thing … if you have children, or anyone else you care about, you may not have an “estate”, but you do need estate planning, if you want to ensure your loved ones wouldn’t be stuck in Court and/or conflict, if anything happens to you. Here are a few estate-planning issues important for young couples to consider as soon as they start a family:...
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