Posts tagged with "financial security"



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 · August 28, 2020
Planning for natural disasters can be stressful and most of us are caught off guard and find ourselves completely unprepared when a natural disaster strikes. Yet, all do not have to be lost. Planning for the unknown can actually save you lots of money and more importantly, help protect your loved ones from harm or becoming traumatized by the ensuing chaos.  Here are some simple tips that will help you prevent loss and get back on your feet should disaster strike.
Estate Planning · July 10, 2020
Financial abuse of the elderly is on the rise and it is an unfortunate fact that predators emerge during times of upheaval to take advantage of people. That means the COVID-19 pandemic can leave your parents vulnerable in more ways than one. Even when things go back to normal, this chronic problem of financial exploitation will still be a risk so it is very important to take extra steps and educate your parents about the possible risks it may bring to their wealth and your future inheritance. 
Business · April 28, 2020
Setting up an estate plan is critically important for business owners because owning a business is challenging even in the best of times and with the current global pandemic, things are much more overwhelming as you pivot to build the most stability for you and your business. If a whole estate plan feels too overwhelming right now, at least get an inventory of your assets and business in place, where your loved ones/partners and your team could access if you become ill or die. Learn more here.
Business · April 21, 2020
There isn’t a single person who isn’t impacted by the spread of COVID-19, in some way. People are anxious, wondering whether they or their family will get the virus themselves or whether their job is at risk now with the sheer number of businesses closing. And while you are undoubtedly very concerned about your business, your employees may be very on edge too. Here are a few recommendations on how to inspire your team to persevere in the face of all of these anxieties.
Business · April 14, 2020
As a business owner, you must thoroughly understand how cardholder data is collected and flows through the business in order to comply with the security standards of the PCI Security Standards Council. Here are the twelve PCI Data Security Standards that you must comply with if you plan to accept credit and debit card payments.
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 · March 27, 2020
The changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. Here are three of the SECURE Act’s biggest changes and how they stand to affect your retirement account both during your lifetime and after your death.
Estate Planning · October 11, 2019
Same-Gender spouses are often challenged when they need to make parental, medical, and financial decisions for partners who are incapacitated or unable to communicate because they may have family members who remain opposed to the validity of their marriage. If you're in the same situation, you especially must need to put a comprehensive estate plan specifically design for your situation to ensure your planning strategies for your loved ones work exactly as you intended. Learn more here.
Business · August 27, 2019
As a small business owner, it is necessary that you understand the business credit terms. Like personal credit, business credit is a reflection of how well your company manages money and whether your company can be trusted by the way it manages money. We advise separating your business and personal affairs to optimize your opportunities and help you grow your business. Consult with a business law attorney like us to help you structure your business plan.

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