The Suddenly Single Taxpayer
The “Money Talks” experts have a conversation on what a recent widow should pay attention to as she files her tax return and moves forward as a single filer.
Buy/Sell Agreements
In this episode of our Small Business Minute, Research Analyst Nick Antonucci, CVA, CEPA, discusses buy/sell agreements and how it can protect both the business and business owners should something happen to an owner and his or her interest in the company need to be sold.
Is It Time to Review Your IRA Estate Planning Strategies?
The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.
Charitable Giving Using Life Insurance
The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.
Can I Transfer My Business Through My Will?
We explain why you shouldn’t use your Will to transfer your business.
How Will the SECURE Act Affect Me or My Small Business?
The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. How will it affect you?
What to Do After the Death of a Loved One
Losing a loved one can be difficult. Despite the emotional trauma involved, you may also be responsible for handling things you have not done before. We walk you through a list of financial, legal, and administrative tasks to consider.
Is Your Will or Trust Up-to-Date?
When was the last time you or your attorney reviewed or updated your will or trust? If it was before the passage of the Tax Cuts and Jobs Act, your documents may be out of date.
Life Insurance and Estate Planning
Frank bought life insurance. Dave did not. Let’s take a look at how their families fared after their death.
In the News: Estate distribution doesn’t always ‘work itself out’
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells the story of two brothers concerned that their dad’s new wife will cut them out of the estate.