Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts? From: www.aaepa.com Revocable Trusts lay the foundation for many an Estate Plan. They serve various functions,…
It’s natural to see ebbs and flows in the market as we enter a new era of monetary policy From: www.marketwatch.com The S&P 500 suffered its worst start to a…
3 Reasons to Wait Until 70 to Start Taking Your Social Security Benefits From: www.kiplinger.com In a rush to file for Social Security benefits at age 62? Many people are,…
ETFs Are More Tax-Efficient Than Mutual Funds. Here’s Why. From: www.thinkadvisor.com Outflows tend to hurt open-end mutual funds’ tax efficiency, while ETFs tend to be resilient. Not surprising to any…
Brian Ortiz: Venture Capital vs. Private Equity From: www.linkedin.com I’m utilizing two separate sources for this post as both complement each other nicely: Patrick Roberts, JD from HedgeStone Business Advisors…
Grantor trust: What it is and a guide to how the rules work From: www.bankrate.com A grantor trust is a type of living trust in which the person creating the…
Why You Need The Business Owner Estate Planning Process From: www.businessmole.com For company owners, estate planning is essential. When you’ve worked so hard to establish and expand your family company,…
Basics of Estate Planning: Asset Protection – Part 1 From: www.aaepa.com This is another in a series of blogs on the basics of estate planning. This week, we’ll take a…
Got Questions About Medicare Hospice Services? Here Are Some Answers From: www.forbes.com Learning about services that Medicare covers, and their cost, is an important discussion topic for Medicare beneficiaries. However,…
Kitces: When and how to deduct long-term care insurance From: www.financial-planning.com With the 1996 introduction of tax-qualified long-term care insurance under the Health Insurance Portability and Accountability Act and IRC…
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