Posts tagged with "Trust"



Business · August 10, 2020
Amid COVID-19, in addition to providing aid for individuals and businesses, the CARES Act increases accessibility to funds and loans from certain retirement plans and accounts. Despite the various new options available under the CARES Act, it is critically important that you carefully consider whether distributions should be taken from any accounts. The tax implications of these options vary, and they should be acted upon only after careful consideration base on your personal goals and capacity.
Business · August 03, 2020
Although the PPP has been the most popular loan program for small businesses, it may not be the right solution for every business. There are other organizations offering loan programs, and even companies providing grants. Note that there are still elements you have to understand when applying for loans and grants. Read this article to learn more. If you need help reviewing your options, our team would be happy to assist you.
Business · July 31, 2020
As we’ve "flattened the curve” of COVID-19 infection & as stay-at-home orders are gradually reduced, many business owners, possibly including you, are looking forward to returning to a new normalcy.However, this is a brand new territory for all of us & the risk of getting sick is still high, even possible lawsuits. As we shift to keep our business going, it is critically important to follow these guidelines to protect your business from liability while protecting your employee & customer health.
Estate Planning · July 24, 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 · July 20, 2020
What the Coronavirus pandemic has brought us is battles toward staying healthy and sane when stuck at home and protecting our business to be fully operational in the midst of the crisis. Many business owners are now facing the tough decision of whether to persevere and keep their business going or to close it all down and walk away. If you are asking yourself this question right now, here are some things to consider before going down the bankruptcy road.
Estate Planning · July 17, 2020
These past few months have been very challenging for all of us because of the COVID-19 pandemic that compels us to face our own fragility and mortality. Millions of people, of any age, healthy or with certain underlying medical conditions one day, got infected by the virus, confined in the hospital for several weeks, unable to pay their mortgage & bills, and unable to see their loved ones. Within our current reality, that "one day" has become an ever more real possibility.
Estate Planning · April 03, 2020
Your retirement account assets are extremely valuable, and you’ll want to ensure those assets are well managed not just for yourself but for your future generations. While the SECURE Act has significantly altered the tax implications for retirement planning and estate planning, there are still plenty of tax-saving options available for managing your retirement account assets, but these options are only available if you plan for them. Read here to know more. 
Estate Planning · February 07, 2020
Whenever someone so beloved dies so young, it highlights just how critical it is for every adult, especially those with young children, to create an estate plan to ensure their loved ones are properly protected and provided for when they die or in the event of their incapacity. While the death of Kobe, his daughter, and the others is terribly sad, it motivates you to get your estate planning handled the right way, or updated, the tragedy just might have some positive impact.
Estate Planning · November 29, 2019
As a parent, one of the motivating factors driving your life's work is to leave your children an inheritance to help secure their future, and regardless of how much or how little it can be, in some instances, an inheritance can wind up doing your kids more harm than good. Putting up a Lifetime Asset Protection Trust is a must to prevent such from happening and to safeguard your hard-earned assets from being wiped out. Read here to know the benefits of these trusts in further detail.
Estate Planning · November 01, 2019
Being left in the hands of unscrupulous guardians appointed by the court can be the most frightening aspect for you in the event you become incapacitated, given that you may have a loving and caring family members, but are unable to take care of you. Putting up a plan in place that clearly states all your wishes and consent prevents such from happening and ensures that the individual of your choice can make legal decisions on your behalf according to how you wanted them to be. 

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