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Starting a business comes with a list of necessary tasks, but it doesn't have to take months or even weeks anymore.

A trust can solve a lot of problems. But like all tools, it can also be misused. If you're putting together an estate plan, you have no doubt heard about the benefits of a living trust. Assets placed in a trust won't go through probate, a time-consuming and potentially cost...

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries, and it can significantly reduce the headaches of probate. However, while some assets belong in a trust, others cannot (or should not) go into one. One of the largest financial planning misconcepti...

An owner's illness or death is a common reason for a pet being given up. However, here are some steps you can take to ensure your beloved companion is cared for if something happens to you. Pets are cherished family members, but it's the rare owner who considers what will happen to a four-legg...

Where would your pets go if something happened to you? Who would take care of them, and how would their costs be covered? A pet trust could be the answer. Planning for your four-legged loved ones (better known as your children who wear fur coats) can be just as challenging as planning for your...

What You Should Know: The number of young adults with a will increased by 63% since 2020. In 2021, 18-34 year-olds are, for the first time, more likely to have a will than 35 – 54 year-olds.  Despite COVID-19, the overall percentage of Americans with a will has not significantly changed. ...

Nothing upends your world like the death of a spouse, leaving you at a loss for what to do next. Nothing upends your world like the death of a spouse, leaving you at a loss for what to do next. When death comes before you realize your retirement plans, it can be particularly devastating. Of t...

Even amid grief, it's important to reassess your finances. With the loss of your spouse's income, you may find yourself in a lower tax bracket or that you qualify for new deductions or credits. The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, su...

Asset protection and privacy is a necessity to protect your wealth in today's litigious world. There are over 80-million lawsuits in the United States alone each year. Over $200 Billion in frivolous lawsuits every year. In our research, we found a lady that has sued over 700 people during her lif...

Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works. Gerald Teaster spent five years as his mother's legal guardian trying to balance her need for independence with his responsibility to protect her. There was the time that she tri...

Fall Prevention Facts & Tips offers a huge amount of information covering general statistics on the number of annual falls and the types of injuries incurred as well as risk factors, tips for preventing falls and advice for dealing with falls when they occur.

A family-owned business may be defined as any business in which two or more family members are involved and the majority of ownership or control lies within a family. Family-owned businesses may be the oldest form of business organization. Farms were an early form of family business in which wh...

Anticipating these glitches and finding ways to avoid them can help ensure a smooth leadership transition.

Resolutions that can actually last a lifetime. The problem with resolutions is that they're often hopes and wishes geared toward fixing things we want to change but never seem to have the time to: Lose weight Quit bad habits Stay in touch with people better Be more adventurous It can ...

1. Get organized If you don't already have all your tax-related information together in one place, start gathering that information now. Information that's missing at the last minute can take up extra time and be costly. A great resource to make sure you have all items needed for taxes, is the...

Next year taxpayers can put an extra $1,000 into their 401(k) plans. The IRS recently announced that the 2022 contribution limit for 401(k) plans will increase to $20,500. The agency also announced cost‑of‑living adjustments that may affect pension plan and other retirement-related savings next...

Caring for the Elderly

SAVING FOR RETIREMENT

How to choose your Trustee.

All things considered, placing your home in a Trust is not always the best option.

Thoughtful planning on your part can create additional benefits for your heirs by preserving resources made available through private or public sources.

Senior Driving Courses & Resources provides a guide to help seniors find defensive driving courses to help them obtain insurance discounts and improve their driving skills. It also offers additional tips and resources for keeping seniors safe behind the wheel.

Legal services for business owners run the gamut, from law firms that handle consumer lawsuits to software that helps with contracts and important documents. When it's time to look for affordable services for your own business, it's essential to think about your company's vulnerabilities, you...

Finding your way when you or a loved one faces a terminal cancer diagnosis can be overwhelming. While the last thing you might feel like thinking about is money, establishing your financial footing can provide peace of mind. Here is advice for arranging to cover the costs that come with this ch...

Estate of Mary Van Riper v. Director, Division of Taxation Walter and Mary Van Riper transferred ownership of their marital home to a single irrevocable trust. Walter passed away shortly after transfer of the property to the trust. Six years later, after Mary passed away, the trustee distribute...