Special Needs Trusts
Special Needs Trusts-What are They Special Needs Trusts are unique trusts. You can create one to care for a beneficiary who has a disability or other considerations. In this article, we will go over what advantage Special Needs [...]
Employer Sponsored Retirement Plan Basics
The Basics An Employer-Sponsored Retirement Plan is an investment plan that employers offer to their employees as an added benefit. These plans include 401(k)s, 403(b)s, 457(b)s, SARSEPs, and SIMPLE plans. Each plan has different rules and features. But all [...]
Tax Season Preparation Tips for Small Business Owners
Tax Season Preparation It is hard to believe it is already 2017! Unfortunately, that means it is tax season. Tax season is stressful and complicated for everyone, but it can be even more so for small business owners. In [...]
Long-Term Care Insurance Basics
Preparing for Long-Term Care 70% of those over the age of 65 will need some form of Long Term Care during their lifetime. This is compared to a 25% chance that you will be in a car accident or have [...]
Dynasty Trusts
Benefits of Dynasty Trusts Dynasty Trusts are special trusts that you can utilize for a complete estate plan. Dynasty Trusts have several benefits, such as tax reduction, providing for several generations, and protecting your loved one's inheritance from creditors. [...]