Beware of Social Security Scams using AI
AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
November 8, 2023
Tax Strategies combined with Estate Planning can Safeguard Assets
This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
October 23, 2023
Where Should You Store Your Will?
Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.
October 17, 2023
Immediate Annuity might be a useful Option for Retirees
If you don’t have a pension from your company when you retire but need to set up a steady stream of income, you may consider purchasing an immediate annuity.
October 12, 2023
Which Trust, Revocable or Irrevocable?
There are important differences between the two types of trusts, including the amount of control you’ll have over your assets.
September 27, 2023
The Estate of The Union Season 2|Episode 10 is out now!
The Estate of The Union Season 2|Episode 10 is out now! Criminals and criminal law are the focus of this edition of The Estate of
September 26, 2023
Tools to Minimize or Avoid Estate Taxes
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
September 20, 2023
Carefully Consider naming Contingent Beneficiaries
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
September 18, 2023
Choosing an Executor can be a Difficult Decision
Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
September 13, 2023
Lady Bird Deed is a Tool to transfer Real Property outside of Probate
As Lady Bird deeds grow in popularity, it is important to discuss and understand the benefits and limitations of these deeds.
September 12, 2023