July 28, 2021
Determining Life Insurance Needs
There is no one answer to how much life insurance coverage one needs. It is different for everyone. It is determined by your life, the lives of your loved ones, your investments, and your monetary obligations. It is designed to provide financial support, after your death, to your loved ones immediately and in the years to come.
July 21, 2021 | Main Office
Renters Insurance – Do You Need It?
Renters insurance protects your belongings and your personal liability. It is a valuable tool to have if you rent an apartment or other housing. If something suddenly happened to all of your belongings, could you afford to replace them all at once? This is where renters insurance makes all the difference.
July 07, 2021 | Main Office
Corporate Books, Keep Them Up.
A corporate book contains a business's corporate papers all in one place. A business forms its corporate book when...
July 07, 2021 | Main Office
Legal Matters Summer 2021
Step-up in basis at death might go awaypage 2
SECURE Act 2.0 could change
Preparing for an estate
Estate planning tips for
Collecting Social Security while
June 30, 2021
Exiting Your Business Through a Family Transfer.
There will come a time when you will need or want to exit your business. There are many ways to do this, each with its pros and cons. One common way is through a family business transfer. In this way you can stay connected to the business and keep the business in the family; however, this kind of transfer may result in your getting less money for your business and it may take longer to complete.
June 23, 2021
Advantages of the Multi-Generational Business
Multi-generational family businesses are not a thing of past times. They are alive and doing well. Nearly one fifth of small businesses in the U.S. are family-owned. There are distinct advantages to this tried-and-true business model.
June 16, 2021 | Main Office
Name a Guardian for Your Children
Do you have minor children? Have you named a guardian for them?
June 09, 2021 | Main Office
Is Assisted Living the Answer?
There are different answers for different people. This holds true for just about every facet of life. There are questions and decisions to be made as one ages. Part of aging often includes giving up some independence.
June 03, 2021 | Main Office
Communicating Your Estate Plan to Your Beneficiaries.
Your estate plan is a vital tool to have your wishes carried out when you are incapacitated or have passed away. It is how you give your money and property to those you care about, including charitable organizations.
May 26, 2021 | Main Office
Fixing Your Credit Report
The Fair Credit Reporting Act (FCRA) is a federal law that regulates everything as it pertains to credit reports and credit reporting. The dispute process within the FCRA must be precisely followed to correct your credit report. Having incorrect information on your credit report can impact obtaining credit and employment.