Tips for Funding Your Revocable Trust
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It can be very important for you to transfer assets into your Trust during your lifetime. How do you go about titling your assets in the name of the Trust? Following are some tips.
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Estate Planning: How to Get Started
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Some people may be under the impression that creating an estate plan is a lengthy, difficult process and do not know where to start. Fortunately, the estate planning process is much easier than you may think.
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Corporate Transparency Act: Looking Ahead
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If you own a business, are you prepared to comply with the new federal rules on corporate transparency? The Corporate Transparency Act (CTA) is aimed at combatting money laundering and other criminal activity, but its broad sweeping rules will affect many traditional businesses.
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Social Security Survivor’s Benefits – Consider Your Options
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If you have lost your spouse but haven’t yet reached full retirement age, be sure you aren’t leaving significant Social Security benefits on the table before making final decisions about your claim. There may be an opportunity for increased Social Security benefits and so it’s prudent to...
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IRS Forms 1099-NEC and 1099-MISC. Is Your Business Ready?
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If you own a business or are self-employed, you are required to send an IRS Form 1099-NEC or a 1099-MISC to...
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SECURE Act 2.0 - What does it mean for you?
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President Biden signed the 2023 Fiscal Year Budget on December 29, 2022, which includes the SECURE Act 2.0. The bill is part of the recently passed $1.7 trillion fiscal package and aims to continue updating the laws governing retirement accounts following the changes made by the earlier Secure Act
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