Don’t Worry! A Broken Trust Can Be Fixed
There are good reasons why estate planning advisors recommend you revisit and, if necessary, revise your estate pla...
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RECENT NEWS
Setting up a Health Savings Account for Your Small Business
Given the escalating cost of employee health care benefits, your business may be interested in providing some of th...
Read MoreSome Business Owners Can’t Participate in Their Own Companies’ HRAs
Many companies now offer Health Reimbursement Arrangements (HRAs) in conjunction with high-deductible health plans ...
Read MoreTake Advantage of the Gift Tax Exclusion Rules
As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to your loved o...
Read MoreWhen Life Happens – Taking an Expat Assignment
On the one hand it’s scary… on the other hand it’s exciting… working for a time in a foreign country!...
Read MoreWhen It Comes to Asset Protection, a Hybrid DAPT Offers the Best of Both Worlds
A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to t...
Read MoreBorrowing or Withdrawing Money from Your 401(K) Plan
If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But...
Read MoreHow to Treat Your Business Website Costs for Tax Purposes
These days, most businesses need a website to remain competitive. It’s an easy decision to set one up and maintai...
Read MoreHealth Insurance Needs in Retirement
At any age, health care is a priority. When you retire, however, you will probably focus more on health care than e...
Read MoreHow to Research a Business Customer’s Creditworthiness
Extending credit to business customers can be an effective way to build goodwill and nurture long-term buyers. But ...
Read MoreTime Can Be a Strong Ally in Saving for Retirement
Father Time doesn't always have a good reputation, particularly when it comes to birthdays. But when it comes to sa...
Read MoreUncle Sam May Provide Relief from College Costs on Your Tax Return
We all know the cost of college is expensive. The latest figures from the College Board show that the average annua...
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