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21st Century Estate Planning for Digital Assets

Though you can’t physically touch digital assets, they’re just as important to include in your estate plan as your material assets. Makes sure your loved ones know they exist, and how to access them.

Tax Law Effect on Estates and Inherited Property

A tax law change enacted in 2015 warrants your attention. It generally prohibits the income tax basis of inherited property from exceeding the property’s fair market value (FMV). Let's take a look.

Investment Overview: 2nd Quarter 2018

Financial markets experienced a volatile opening quarter of 2018, however the underlying economic conditions appear to remain robust according to recent releases.

The Latest Scam Targeting Businesses | Part 2

We’ve been discussing a very common type of fraud affecting our businesses, Business Email Scams or Spoofing. There are three key components that you and your employees should understand: what . . .

June 2018 Market Recap

The US economy remains firmly in expansionary territory. The current economic recovery that began in the summer of 2009 is now the second longest in US history.

5th Circuit Buries Fiduciary Rule

Although last year’s sweeping tax reform law left the retirement plan provisions largely untouched, the recent budget deal made significant changes to the hardship distribution rules.

4 Tips for a Healthier, Wealthier Retirement

Are you, or someone you're close to, within 10-15 years of retirement? When contemplating retirement, or if you are already retired, these 4 tips can lead to a healthier and more fulfilling time.

Fortify Your Estate Plan Against Undue Influence Claims

It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.

Naming a Minor as Beneficiary: Unintended Outcomes

A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.

The Latest Scam Targeting Businesses | Part 1

If you receive an email from your President or CFO asking you to wire money to a vendor, you’re going to do it, right? Or your vendor asks you to redirect an ACH electronic payment to a new bank...

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