Wednesday, October 18, 2017

Protect Your Company from Immigration Infractions

More than three decades have elapsed since the Immigration Reform and Control Act (IRCA) began requiring employers to complete I-9 forms when hiring to verify a new employee's identity and authorization to work in the United States. Given the recent focus on illegal immigration, there's a good chance that immigration enforcement efforts at the employer level […]

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Report Warns Retirees about Potential Downsides of Reverse Mortgages

Reverse mortgages have been around for years. But they're getting a new spin: Some senior homeowners are tapping into their home equity to “bridge the gap” until the time they're ready to apply for Social Security benefits. However, an independent consumer agency — the Consumer Financial Protection Bureau (CFPB) — is cautioning retirees against using this […]

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Wednesday, October 11, 2017

The Practicality of Estate Planning

You work hard to provide for your family, pay for your child's college tuition, and ensure your family lives a good life. Wouldn't you want to make sure that still happens when you're no longer there? A well-thought-out estate plan can help accomplish that goal. Estate planning seems like a huge undertaking, but it's quite […]

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What Type of Living Trust Should I Have?

Which is the right Trust for you and your family? One of the key goals of estate and Trust planning is to avoid federal estate taxes.  Careful estate planning can eliminate a significant estate tax burden for surviving spouses and their beneficiaries. Any of the Trusts below can be useful tools in preserving an estate's […]

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Wednesday, August 9, 2017

Living Trusts Created Prior to 2011. Is My A/B Trust Obsolete?

Is My A/B Trust Obsolete? A revocable living trust is a valuable tool to protect and preserve your assets both for you, your children and future generations.  A living trust can help you avoid the unnecessary costs and delays associated with Probate and can help you minimize or avoid estate and inheritance taxes. Like any […]

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Top 5 Mistakes When Naming Beneficiaries of Insurance Policies

Protecting Your Goals and Your Loved Ones Naming beneficiaries of an insurance policy seems likes an easy thing to do. If a person is married, the spouse is the beneficiary. The children are often named the contingent beneficiaries. If a person is not married but has children, the children are often named as first beneficiaries. […]

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