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2705, 2020

Creditor Protection Trust

By |May 27th, 2020|Categories: Legal Documents|Tags: |0 Comments

Creditor Protection Trust When looking into estate planning there are some who are hoping to get a creditor protection trust. Unfortunately, some do not realize all that is entailed in setting up one successfully. In this article, we will go over how to set up a creditor protection trust properly so you can protect your assets. How a Creditor Protection [...]

2105, 2020

Overlooked Life Insurance Policy Features

By |May 21st, 2020|Categories: Financial|Tags: |0 Comments

Overlooked Life Insurance Policy Features Even though many people have insurance policies, they often have overlooked life insurance policy features. In this article, we will go over 5 overlooked life insurance policy features so you can take advantage of them. Waiver of Premium If your policy has this feature, your insurance company will waive your premium if you are [...]

605, 2020

Assisting Aging Parents with Their Finances

By |May 6th, 2020|Categories: Advisory|Tags: |0 Comments

Assisting Aging Parents with Their Finances Assisting aging parents with their finances can seem like a daunting task. Discussing finances is an uncomfortable topic that many put off or completely avoid. But it is important to have these discussions, so you know your parents’ wishes and you are prepared to step in when they need help. In this article, we [...]

1604, 2020

Schedule 3-Additional Credits and Payments

By |April 16th, 2020|Categories: Tax|Tags: |0 Comments

Schedule 3-Additional Credits and Payments Schedule 3 is an IRS tax form that allows you to claim tax credits. Tax credits allow you to reduce your tax liability on a dollar for dollar basis. In this article, we will go over the basics of how Schedule 3 works and the credits you can claim. The Basics Schedule 3 was [...]

304, 2020

Veterans Asset Protection Trust

By |April 3rd, 2020|Categories: Legal Documents|Tags: |0 Comments

Veterans Asset Protection Trust A Veterans Asset Protection Trust is a special type of trust that allows a veteran to protect their assets and qualify for veteran benefits. In this article, we will go over the basics of setting up a Veterans Asset Protection Trust and how they work. How It Works A Veterans Asset Protection Trust is a type [...]

2603, 2020

Disability Insurance for the Self-Employed

By |March 26th, 2020|Categories: Financial|Tags: |0 Comments

Disability Insurance for the Self-Employed Disability insurance for the self-employed is often put to the wayside because people do not understand how it can benefit them. In this article, we will go over the benefits of disability insurance for the self-employed and what to look for when shopping. Benefits The main benefit of disability insurance is to replace part of [...]