“A lot of factors go into crafting an estate plan for your farming operation.” The High Plains/Midwest Ag Journal’s article, “Planning for the future of
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Things to Think About Before Making a Roth IRA Conversion
“The Roth IRA, with its unique tax advantages, can be a powerful financial-planning tool. However, rolling funds from a traditional IRA into a Roth is
Saints Owner Booted as Trustee of Billion Dollar Estate
“The news represents a victory for Renee Benson who sued her father over his competency and control over the 1980 Shirley Benson Testamentary Trust.” NFL
Supreme Court Changes Estate Planning for Married Same-Sex Couples
“The Supreme Court ruled that the Constitution guarantees a right to same-sex marriage.” The recent Court decision has changed financial and estate planning significantly for
Do I Take My Chances with a Tax Audit?
“In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns. So the odds are generally pretty low that your return will
Tax Planning for New Parents
“Got a new bundle of joy in your household?” The key to tax breaks for your child is a Social Security number, says Kiplinger. Its
Don’t Kick Yourself Over Financial Mistakes!
“All I had to do was turn in the form to my HR department.” Turning in financial forms is a pretty easy thing to do,
A List of Must-Have Estate Planning Documents
“Why Now Is the Best Time to Plan” Millennials are not discussing end-of-life care with their parents. Nevertheless, to save your loved ones avoidable pain
A Life Change Means It’s Time for an Estate Planning Review
“Having an estate plan doesn’t mean that the job of protecting your family’s future (and present) ends.” If you have an estate plan in place,
Beneficiary Designations an Important Part of Estate Planning
“For most people, this beneficiary designation is, in fact, their entire estate plan.” When people think about estate planning, many don’t remember the importance of
Are You Going to Leave the Kids an Inheritance?
“The ‘spend it all’ parents might ‘need help putting on the brakes.'” A report by the Hearts & Wallets financial services research firm says that
Think About What’s Next for Your Business
“What Are the Essentials of a Business Succession Plan?” Small business owners will devote much of their time to growing their businesses, but frequently they
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