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1601, 2020

Charitable Lead Trust

By |January 16th, 2020|Categories: Legal Documents|Tags: |0 Comments

Charitable Lead Trust A charitable lead trust is a type of irrevocable trust. In the proper circumstances, they can help you to reduce your tax liability, provide for loved ones, and support charity. In this article, we will discuss how a charitable lead trust works. Purpose The purpose of a charitable lead trust is threefold. The main purpose is [...]

1001, 2020

Group Long Term Care Insurance

By |January 10th, 2020|Categories: Financial|Tags: |0 Comments

Group Long Term Care Insurance Group long term care insurance is a form in which you can purchase long term care coverage. However, the only way to enroll is through your employer. In this article, we will briefly go over how group long term care insurance works for employers and employees. If you would like an explanation of Long [...]

101, 2020

8 Questions to Ask a Potential Investment Advisor

By |January 1st, 2020|Categories: Advisory|Tags: |0 Comments

8 Questions to Ask a Potential Investment Advisor Interviewing a potential investment advisor is an important step. This potential investment advisor is going to be a close partner and will lead you to reach your financial goals. Thus, it is important that their philosophy and services match your needs. In this article, we will discuss eight questions to ask a [...]

2512, 2019

Schedule D-Capital Gains and Losses

By |December 25th, 2019|Categories: Tax|Tags: |0 Comments

Schedule D Schedule D is a tax form that you use to report the gain or loss incurred from the disposal of a capital asset. In this article, we will discuss the basics of filing a Schedule D. Basic Terminology Before we go over how the schedule works, we need to make sure we understand some basic terminology. These terms [...]

1812, 2019

Charitable Remainder Trust

By |December 18th, 2019|Categories: Legal Documents|Tags: |0 Comments

Charitable Remainder Trust A charitable remainder trust can be a powerful estate planning tool. In the right situation, it can provide you with many financial benefits. In this article, we will go over the basics of charitable remainder trusts so you can determine if one is right for you. The Basics A charitable remainder trust is a type of irrevocable [...]

1212, 2019

Long Term Care Insurance Alternatives

By |December 12th, 2019|Categories: Financial|Tags: |0 Comments

Long Term Care Insurance Alternatives Long term care insurance is a type of insurance that will help cover the cost of assisted living, nursing care, or home health care. But for some, the price of long term care insurance puts it out of reach. In this article, we will go over the importance of long term care planning and [...]