Business Archives - Page 6 of 20

Estate Planning | Love Deserves More than Candy and Flowers

February 17, 2019

It’s that time of year again – love is in the air! As Valentine’s Day approaches, we make dinner reservations and shop for the perfect gift to express our love. This Valentine’s Day, consider giving a heartfelt gift—an estate plan to provide support and guidance for them during grief and loss. Whether your assets are large or small, giving your family the peace of mind of knowing your wishes in these difficult times is priceless.

Your Green: How Much Do You Know About Your Parent’s Estate?

February 17, 2019

One study found that more than 60% of adult Americans have never discussed their estate plans with their heirs – my experience shows this number may actually be higher.

A New Year’s Resolution that doesn’t involve working out or dieting

January 15, 2019

It’s that time of year again. Yes, it is New Year’s resolution time. Was making a will one of your unfulfilled resolutions from past years? Is it on your “to-do” list for 2019? The good news is that with a modest investment of time and effort, you will be able to check this off your list in just a couple of weeks and you won’t even have to go to the gym to get it done!

Your Green | Often Overlooked Retirement Planning Questions

January 15, 2019

When planning for retirement, often the focus seems to be almost entirely on “how much can I save?”, but there are some other significant questions to consider.

Estate Planning | Who’s Watching the Kids?

December 17, 2018

It is natural to focus on our families during the holiday season, to think about everything they add to our lives and how lucky we are to have them. As people think about Estate Planning, they often focus on dividing and distributing their belongings and financial assets.

Your Green | Investment tax planning

December 16, 2018

As we end one year and begin another, there are things you need to think about doing to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments. Here are things you should consider:

Estate Planning | Did Mom Seem Different to You?

November 19, 2018

Holidays give us the opportunity to spend more time with family. When we spend more time with our aging parents at these holiday gatherings, we often notice the early indications that a parent is slipping. You may notice a parent forgetting things or no longer participating in things he or she always enjoyed. Perhaps it is a conversation over coffee, and a short while later, Dad is repeating himself with no signs that he remembers the same conversation the two of you had that morning.

Your Green | Age 70.5 or older? Don’t forget your RMDs!

November 18, 2018

In the year in which you turn 70 ½ years of age, the current IRS guidelines require you to take a Required Minimum Distribution (RMD), by April 1 of the following year, from your Qualified accounts (tax-advantaged accounts). For each year thereafter, you must take your RMD by 12/31 each year.

Estate Planning | Plan Now To Reduce Uncertainty

October 10, 2018

“Trick or treat” rings out every Halloween as children go door to door hoping for their favorite candy. My kids love sorting the candy at the end of the night and finding surprises in their candy haul.