Posted on: January 2, 2025
Understanding how financial aid and estate planning intersect can make a significant difference when preparing for college expenses. This article will explain how the FAFSA and asset ownership influence aid eligibility, offer actionable strategies to increase the chances of receiving aid and highlight estate planning tools that can protect your wealth while optimizing support for […]
Read More
Posted on: December 30, 2024
As we prepare for Donald Trump's return to the White House in January 2025, business owners wonder how the new administration's policies will impact their operations. From tax changes to regulation rollbacks, understanding what's ahead can help you position your business strategically. Let's explore the key areas the incoming administration could affect your business. Tax […]
Read More
Posted on: December 26, 2024
Why You Should Include Estate Planning In The Preparation You have likely been preparing for weeks to get your new college student off to school. It is exhilarating, and your heart may be bursting at the seams. You are probably prouder than words express, but you are also afraid. How can you ensure your child […]
Read More
Posted on: December 23, 2024
The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and preserving privacy. This is usually a nonissue for minors because parents, as legal guardians, generally have access to their children’s medical information, make most of their medical decisions, and pay […]
Read More
Posted on: December 19, 2024
Being an adult comes with freedom and responsibility. You can now make important decisions independently without consulting your parents or guardians. While this may feel incredibly liberating, it is not without some scary moments. As an adult, you are in charge of yourself. If you cannot act on your own behalf, no one can automatically […]
Read More
Posted on: December 16, 2024
Most people understand that having an estate plan benefits them and their loved ones. However, many individuals do not initiate the estate planning process because they do not fully understand the nuances of foundational estate planning tools such as a will and a trust and the full implications of dying intestate - without either in […]
Read More
Posted on: December 12, 2024
Michael Jackson passed away in 2009, but the settling of his estate continues more than 15 years after his death due to a lingering tax dispute with the Internal Revenue Service (IRS) and other legal challenges, including a lawsuit brought by his mother over a deal to sell part of his music rights to Sony […]
Read More
Posted on: December 9, 2024
Once you have been appointed the executor or personal representative of a deceased loved one's probate estate, or when you step in as the successor trustee of the loved one's trust, one of the first things you should do is to notify the post office of the death and ask them to forward the deceased […]
Read More
Posted on: December 5, 2024
“No, I am your father.” This iconic line is a testament to the enduring legacy of James Earl Jones. These words, uttered by James Earl Jones in his voice-over role as Darth Vader, are indelible in the minds of Star Wars fans. Jones is also well known for voicing Mufasa in The Lion King and […]
Read More
