When it comes to funding your trust with your investment accounts it is important to understand the different types of investments. It is also important to know how they are funded in your trust to ensure they avoid probate and the investments are distributed to your beneficiaries according to your trust instructions. First, you [...]
Payroll Basics As an employer, it is your responsibility to understand payroll basics. This important because it is your responsibility as the employer to make sure that everything is executed properly. You can outsource these services or you can do it in-house. There are a number of professional employer organization (PEO) companies that could [...]
SHOP Basics SHOP stands for Small Business Health Care Options Program. The SHOP allows small business owners to be able to offer Health Care coverage to their employees. In this article, we will go over SHOP basics so that you can successfully enroll in a plan for your small business. Eligibility The first step [...]
Reasons Your Portfolio Is Not Performing Many investors feel frustrated because their portfolio is not performing at the level they want it to. There are many factors that play into your portfolio’s performance. In this article, we will go over four reasons your portfolio may not be performing. Impatience One of the biggest inhibitors [...]
Choosing Your Trustee A trustee is an entity or a person who you appoint to manage your trust after you can no longer manage the trust yourself. For a Revocable Living Trust, this person is your successor trustee. In this article, we will go over what you need to know for successfully choosing your [...]
Tax Planning for Divorce When caught up in the moment tax planning for divorce is probably the last thing on your mind. However, it is important not to ignore it as a divorce can have severe consequences on your taxes. In this article, we will go over the basics of tax planning for divorce. [...]
