A living will is an important addition to your overall estate plan
A living will could provide peace of mind for both [...]
The tax deadline is almost here: File for an extension if you’re not ready
The April 15 tax filing deadline is right around the [...]
Update on retirement account required minimum distributions
If you have a tax-favored retirement account, including a traditional [...]
When one trustee isn’t enough, consider appointing a trust protector
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of [...]
Business owners, your financial statements are trying to tell you something
Business owners are commonly and rightfully urged to regularly generate [...]
Staff shortages start to bite in the US
The US market is under a lot of pressure. M&A [...]
Don’t skip out on planning for the GST tax
Does your estate plan call for making gifts to your [...]
Should your business change its health care plan for next year?
Open enrollment for most health care plans is many months [...]
Bartering is a taxable transaction even if no cash is exchanged
If your small business is strapped for cash (or likes [...]
Beware of a stealth tax on Social Security benefits
Some people mistakenly believe that Social Security benefits are always [...]
