Insight Tag: Estate Planning
Nov 17, 2020
Estate Planning: An Uncomfortable Necessity For Business Owners
Even if you have plans to live forever, it just makes good sense to put together an estate plan. Keep reading to find out why.
Sep 4, 2018
Give Estate Planning The R.E.S.P.E.C.T. It Deserves
Aretha Franklin left behind a lasting legacy as the Queen of Soul. What she didn't leave behind, unfortunately, is a will.
Jan 23, 2018
Tax Cuts and Jobs Act Doubles Lifetime Exemption Amount
In addition to the magnitude of changes the Tax Cuts and Jobs Act has delivered to taxpayers everywhere, the new law also zeroed in on the way estates and trusts are taxed. Needless to say, these changes are sure to alter the way you look at your long-term financial planning and the legacy you hope to leave behind.
Dec 8, 2015
Need Help Staying Home? There’s A Deduction For That
As your health or the health of someone you care about begins to “slip” you may consider bringing in some additional assistance to help improve functionality and overall well being. Fortunately, you may be able to catch a bit of a break on your tax bill thanks to the personal medical expense deduction. Read on to learn more.
Oct 26, 2020
Social Security V. Medicare: Addressing Your Most Asked Questions
Will Social Security still be around when you retire? Are there ways to maximize your benefits? Is there a difference in Medicare options? Get answers to these questions and more.
Sep 21, 2020
Shifting The Business Infrastructure: How COVID-19 & Election Results Can Influence Your Estate Planning Strategy
Do you know how the COVID-19 crisis impacted estate planning in America? How about the impact of the 2020 presidential election?
Jan 12, 2021
Episode 265: How The Election & Pandemic Will Impact Your Estate Planning
Current events can certainly impact the effectiveness of your estate planning efforts. Find out more now.