Posts tagged with "Savings"



Estate Planning · October 15, 2020
The CARES Act is a trillion-dollar program that provides direct economic assistance to workers, families, and small businesses. It is free money from the government that will hopefully relieve citizens of some of the financial strains brought about by the COVID-19 crisis. Qualified individuals will be given money thru direct deposit while business owners can apply for loans. Here’s everything you need to know to make the most out of this new law.
Estate Planning · October 02, 2020
The world is still shaking from the colossal impact of COVID-19 especially in the health sector. Now is a high time for you and for the family to make informed decisions regarding your health care needs. From the basics of a medical power of attorney to the intricacies of living will, here's what you need to know about advanced healthcare planning.
Estate Planning · September 25, 2020
Even multimillionaires are not immune to an oversight in designating their heirs. One prominent example is Kobe Bryant whose legal team failed to list his youngest daughter in the family trust. And though they can easily correct this, it's not the same for everyone. Hefty legal costs and lengthy proceedings can have a tremendous financial impact on your family.
Estate Planning · September 17, 2020
One of the most important lessons you can teach your kids is financial literacy - helping them understand not just the value of properly managing their money but also understanding your family's situation and the importance of wealth preservation. It is a gift you can give that lasts a lifetime. In today's generation, money is still not a typical dinner table discussion in many affluent and working-class families, but we think it should be. Read here to learn more.
Estate Planning · September 11, 2020
With all of the media about "digital wills" and "online estate planning nowadays", it is really tempting to think that you can do your estate planning yourself, online, for a single reason - to reduce cost. Your reasons may be good but may not go well with your intentions towards your family as online estate planning can be a big trap and may leave your family and assets at risk - worse off than if you had done nothing at all. Read here to know why and how to do it the right way.
Estate Planning · August 31, 2020
Right now, huge numbers of people, of various age groups, are facing the reality of mortality due to the global pandemic. Thinking about this situation that may affect us anytime, many of us are courageously taking this as an opportunity to learn what we need to do for the people we love and the assets we've worked hard for. Proper estate planning can keep our family out of court and conflict, and this article will show you the right tools to make sure everything is in place to do the right thin
Estate Planning · August 14, 2020
Most people believe that having an estate plan simply means drafting a will or a trust. Both wills and trusts are estate planning documents that can be used to pass your wealth and property, however, there is much more to include in your estate plan to make certain your family members access or control your assets should you become unable to do so yourself, and that all of your assets are transferred seamlessly to your heirs upon your death. Here are a few reasons to consider adding a trust to y
Business · June 09, 2020
The success of your business also depends on how good your business attorney is. Hiring a skilled attorney is a critical part of your business advisory team to provide vital assistance in almost every aspect of your business and help you handle legal tasks that protect you from costly legal issues down the road. Finding the right attorney can be challenging, especially if you do not know what to look for but these tips will help you choose the one that is a good match for you.  
Business · June 02, 2020
The COVID-19 pandemic has impacted all of us and forced communities and businesses to reevaluate everything. As a business owner, you may already have traditional resilience planning but that may not be enough to combat this pandemic. But despite the unpredictability that has accompanied this global crisis, it is not too late to implement changes to protect you, your employees, and your business. Here are some tips and strategies to help you navigate these challenges and the ones to come.
Business · May 26, 2020
Staying on top of all your security measures can be a job in itself, however, keeping your customers' personal information safe and secure should be a top priority. Failure to adhere to customer data standards and current legislation can result in a loss of goodwill and hefty fines.  Here are a few ways you can do to protect the customers' data your business collects. Give us a call if you need help in creating and maintaining systems that keep you legally compliant.

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