How to Separate Business and Marital Assets
No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?
August 29, 2022
Managing Finances in a Blended Family
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
July 21, 2022
Consider a Prenup in your Estate Planning
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
June 23, 2022
Discuss Estate Planning before Marriage
The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.
June 9, 2022
Life Insurance can help Women with Estate Planning
Women are receiving increased recognition for the critical roles they serve in society. This increased recognition leads to greater awareness of women’s financial challenges and the financial industry’s solutions to those challenges.
June 6, 2022
Portability can be used to Protect Farm
One of the most overlooked and misunderstood tax laws – available to married farming couples – is an opportunity called portability.
May 10, 2022
Several Ways to Avoid Probate
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
April 19, 2022
Estate Planning complicated by Property in Two States
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
April 12, 2022
Addressing Financial Issues in a Remarriage
You may want to consider some financial issues before walking down the aisle again.
April 7, 2022
Charitable Trusts a Rewarding way to make an Impact
A charitable trust allows you to donate assets to a chosen tax-exempt charitable organization or nonprofit and comes with certain tax benefits to help you minimize what you might owe to the government.
March 16, 2022