10 Simple Steps For Your Estate Executor’s Duties During the Probate Process Family Tree Estate Planning has created this helpful infographic and document explaining the 10 simple steps to help your Estate Executor’s duties throughout the Probate...
What You Should Know Before Hiring a Tax Attorney or a CPA This article was originally published on UpCounsel. I see or talk to my CPA about once a week. That may seem a little extreme, but it’s because he’s brilliant, he gives great advice, and...
What to Do If Your Business Is Selected for a Tax Audit This article was originally published on UpCounsel. By UpCounsel Business Attorney Leah Jacobs Don’t Panic This is my first bit of advice to anyone who has a business selected for a tax audit. Whether you...
What Does the New Tax Bill Mean for C-Corporations? This article was originally published on UpCounsel. By UpCounsel Business Attorney Ramsey Taylor Startup founders often have a lot of questions, but one of the most common is whether they should set up...
Tax Business Plan Template: Everything You Need to Know This article was originally published on UpCounsel. Its a strategy for all aspects of your business. It is a necessity for those looking to start a tax preparation or tax consulting business.3 min...
What is a Contract? Everything You Need to Know This article was originally published on UpCounsel. What is a contract? Contracts are a part of our everyday world. A contract might include a simple transaction at the local store.3 min read What is a...
Type of Corporations for Small Business This article was originally published on UpCounsel. There are five types of corporations for small business to select from. They include sole proprietorship, partnership, LLC, C corporation, and S corporation.3 min...
How to Hire a Great Business Lawyer? Written by Arleen Atienza This article was originally published on UpCounsel. A good foundation is crucial in starting any business and one of the pillars that keep a business stout and upright is a great business...
By Mary Kane, Associate Editor | Kiplinger’s Retirement Report April 18, 2018 Gaining a better understanding of how Social Security works is one of the most important things you can do to prepare for retirement. After all, on average, Social Security...
Earnings release date: Thursday, April 26 Time of day: After the closing bell Today’s Microsoft (MSFT, $96.07) isn’t your father’s Microsoft. The Microsoft of yesteryear was primarily about selling its Windows operating system, with its Office productivity suite’s...
Source: HBR.org This article was originally published on HBR.org – https://hbr.org/ Executive Summary What if you could maximize your time by making progress on work challenges while spending time with your children and helping them learn important skills in the...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Many people take Social Security early and put off tapping into their IRAs and 401(k)s until they must. But that’s the opposite of what most should do,...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ When searching for a 529 college-savings plan for a grandchild, first check whether your state offers a tax break for your contributions. QMy husband and I...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Lifetime wealth creation: $608.1 billion Annualized return (July 1926-December 2016): 10.7% Current dividend yield: 5.6% Current analyst ratings: 2 strong...
Source: Winstead This article was originally published on Winstead – https://www.winstead.com/ In Kohlhausen v. Baxendale, the court affirmed a summary judgment for a trustee on the basis of an exculpatory clause in a trust document. No. 01-15-00901-CV, 2018...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Bitcoin is back. Kind of. The biggest financial story of 2017, the cryptocurrency Bitcoin was worth less than $1,000 in January, then worth more than $29,000...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ The drawbacks of Medicare Advantage plans can become apparent when serious illness or injury strikes. Medicare Advantage plans are attracting seniors with...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Sin stocks – shares of businesses that make weapons, operate casinos, brew beer and grow tobacco, among other activities – are immoral and don’t merit their...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ As much as 85% of your Social Security benefits could be taxable if you have other sources of income, such as earnings from work or withdrawals from...
Source: HBR.org This article was originally published on HBR.org – https://hbr.org/ Executive Summary It’s hard to know if we’re really making efficient use of our time. It seems like we’re working hard — and we’re certainly stressed out. But are we...
Source: Chambliss This article was originally published on Chambliss – https://www.chamblisslaw.com/ While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to heirs through other, less...
Source: HBR.org This article was originally published on HBR.org – https://hbr.org/ Executive Summary Scented environments have been shown to reduce typos in office workers; improve the perception of product quality; increase purchase intent, average unit...
The Supreme Court of Alaska issued a ruling on March 2, 2018, denying Alaska courts the exclusive jurisdiction purportedly granted by the Alaska asset protection statute. This holding is consistent with a ruling by the Delaware Court of Chancery in 2014. Based on...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com In addition to your credit, any assets you bring to the marriage should remain in your own name. The average cost of a wedding ranges from $25,000 to $35,000,...
Source: HBR.org This article was originally published on HBR.org – https://hbr.org/ Research has shown that firms benefit when their CEOs have strong networks. A new study explored that idea by looking at whether the diversity of a CEO’s network affects their...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ If you go by the book, you would shoot for 10% to 20% of your gross income. But that ballpark figure can be deceiving. Savings and retirement estimators are...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com A happily ever after retirement requires a real plan. Here are some of the (tough) questions your retirement planner should be asking you in order to make...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com Market value: $25.8 billion Dividend yield: 4.3% General Mills (GIS, $44.98) sells a diversified mix of packaged meals, snacks, cereal, yogurt, baking...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com The amount of workers at small businesses can contribute to a SIMPLE IRA for 2018 is unchanged from 2017, but there are ways to boost retirement savings. A...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Delaying Social Security and using RMD rules to draw down your nest egg is a winning combination for middle-income retirees. Retirement-income strategies are...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Grandparents have the power to help shape little ones’ financial futures, and all it starts with some good old heart-to-heart talks. Fear, power,...
Source: HBR.org This article was originally published on HBR.org – https://hbr.org/ Executive Summary You’ve seen the practice. A group of managers get together at a resort for two days to hammer out a “strategic plan.” Done and dusted, they all head...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com Age: 54 Estimated net worth: $40 million How she struck it rich: Combined wealth with her husband and author, former U.S. President Barack Obama Frugal habit:...
Source: Adler Pollock & Sheehan P.C. This article was originally published on APSLAW – https://www.apslaw.com/ After recent tax legislation, including the Tax Cuts and Jobs Act (TCJA), few tax shelters are left standing. One key exception is life...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ The year 2017 has topped all prior years as the costliest on record for natural disasters in the United States. Some estimates put the loss at over $300...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Look for two- to three-year-old used vehicles because they’ve already lost the lion’s share of their initial value. Most used car shoppers will find...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ The closer you get to retirement the more likely you are to need all the help you can get. To help you decide what kind of financial advice is best...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Be sure to interview a few options and check into their backgrounds before hiring someone. Interview a few advisers before you settle on one. Having...
At this stage of life, a robo adviser with a low minimum asset requirement may be sufficient, but you might also consider a financial planner who charges a flat fee or by the hour for extra help with broader planning. To help you decide what kind of financial advice...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ The best financial adviser for you should work to serve your unique needs. Thanks to technology and regulatory reforms, the financial advice industry is...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Many records are no longer needed three years after filing your tax return, but you may have to keep documents involving the purchase of a house or...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Our four portfolios will help you harness higher interest rates. It’s a sure bet that interest rates have settled into a higher range and are...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ When you have competing priorities, you may need more assistance sorting through your financial picture. To help you decide what kind of financial advice is...
When you book an award ticket, points cover only the base fare. Taxes, fees and surcharges can add anywhere from a few bucks to a few hundred dollars. Depending on how much those fees add, “it may be better to pay for the ticket yourself instead of blowing...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ Beware, however: They are not protected from losses by the Federal Deposit Insurance Corp. For years, money market mutual funds have paid practically...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ If you (or your teenager) often drop or misplace your cell phone, it may be worth it to buy coverage along with the phone. Q. Now that new cell phones...
Source: Kiplinger This article was originally published on Kiplinger – https://www.kiplinger.com/ You may be able to rein in your loan payments before they go up. Rising interest rates have boosted the cost of borrowing against your home, and rates...
Source: Adler Pollock & Sheehan P.C. This article was originally published on Adler Pollock & Sheehan P.C. – https://www.apslaw.com/ One of the primary objectives of estate planning is protecting your assets from unreasonable creditors’ claims,...
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