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Every year the federal government decides how much of your estate isn’t subject to taxes when you die. This year, thanks to inflation, it increased to $11.7 million. This means, when you pass away, the value of your estate is calculated, and any amount more than $11.7 million is subject to the federal estate tax. […]Continue reading
Over 99% of America’s 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can’t wait for a Government stimulus to bail them out and are instead looking for ways to fund their business and get back on track. Government Grants: The government site grants.gov […]Continue reading
You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need? Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading
You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need? Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading
This simple checklist is designed to help you assess whether the necessary preparations have been made to care for your family and estate in the unfortunate event of your passing. Although this is not a comprehensive guide, it does provide a starting point for you to determine how well prepared you actually are. If you […]Continue reading
If you have heirs and “things” and money, then you need a will. Having a will doesn’t guarantee the situation won’t turn sour, but it can help preserve your intentions. The question is, is going DIY good enough, or do you need to lawyer up? DIY from scratch It’s important to know that while […]Continue reading
Does your estate plan include transferring your wealth onto your family? Have you looked over potential tax implications? It’s important to understand that your beneficiaries may be in for sticker shock when they receive a tax bill along with your generous gift. If you’re looking for ways to keep your financial legacy away from Uncle […]Continue reading
Candidates run campaigns on promises and plans, but that doesn’t mean they ever come to fruition. The Biden administration will maintain a Democratic majority in both the House and the Senate for at least the next two years, giving him a greater opportunity to push through his agenda. However, in light of more pressing concerns, […]Continue reading
Bucks, bacon, dough, moolah, cabbage, cheddar, Benjamins, whatever you call it, money makes the world go round. With so many words used for the same thing, it’s not surprising that sometimes we hear financial terms but feel lost on the concept. Financial Literacy Month is the perfect time for a refresher. COMPOUND INTEREST Think […]Continue reading
The vast majority of businesses that go on the market for sale never complete a transaction. External factors, such as credit markets or the overall economy, can help determine whether a deal happens. Still, generally, the most important factors impacting a sale are directly under the owner’s control. Unprepared owners can make costly mistakes when […]Continue reading
