What Information is Needed to Set Up a Trust?
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 [...]
Home Office Deduction
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 [...]
Exchange Traded Funds
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 [...]
Long Term Care Insurance Riders
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 [...]
Testamentary Trust Frequently Asked Questions
Testamentary Trust Frequently Asked Questions A testamentary trust is a type of trust that only comes into existence through the probate process. In this article, we will go over five frequently asked questions about testamentary trusts. What is a [...]