People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member. The appeal of joint ownership, specifically with survivorship rights, is that
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The April tax deadline is not the only important fiscal date for small businesses. Many people who own businesses must also make estimated tax payments throughout the year, but your accountant can help
Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can
If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law. Your initial meeting with an
Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain. However, that is far from what this guarantee means. An MSG
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. There is no question that doing so can be a powerful way to
To all front-line and “essential” workers: thank you for all of your hard work—day in and day out. You tirelessly give of yourself to care for some of the most vulnerable people in
It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches,
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