What Information is Needed to Set Up a Trust? Now that you have decided that a living trust is the right estate planning tool for you, what do you do now? What information do you need to set up a trust? In this article, we will go over what you need to set up [...]
Home Office Deduction The home office deduction is available to small business owners who regularly and exclusively use a portion of their home for business related activities. This deduction is taken if you file a Schedule C. In this article, we will go over the basics of the home office deduction. The Basics You [...]
Exchange Traded Funds Exchange traded funds, or ETFs serve as a building block to a diverse portfolio. They are a type of investment fund that allows investors to pool their money in a selected basket of securities that are traded on a stock exchange. In this article, we will go over the basics of [...]
Long Term Care Insurance Riders Long term care insurance comes with optional add-ons that allow you to customize coverage. These typically come with an additional cost. In this article, we will go over some common long term care insurance riders and what they can accomplish for you. Inflation Protection The first long term care [...]
