Leaving a Legacy
Distributing Assets Fairly and Equitably Why it’s important to have a plan in place The distribution of assets after the death of a loved one can be difficult for everyone involved. This process does not always unfold easily, especially if there is a business to address. If heirs do not want to be involved, it may be best for the business to be left in the hands of those who will operate it. To be [...]
Estate Planning Solutions
Preserve Your Legacy Estate planning is a complex field that may cover many areas including wills, trusts, insurance, accounting, business continuation and estate, gift and income taxes. It is hard to imagine one person who can be the lone expert in all of these fields. Usually, the best approach is to put together an estate planning team that collectively has the knowledge, skill and experience to help create a holistic approach to your estate planning [...]
Simplifying Simple IRAs
Understanding the differences between retirement programs is key to ensuring the benefit offered is best serving the needs of the employer and their employees. Could it be time to transition away from the SIMPLE IRA plan? Employer Considerations Are you looking to increase contributions for yourself and your employees? Is custom plan design important? Or the ability to delay an employer contribution? Do you want the ability to choose investment options from multiple funds families? [...]
Protect the future of your business
Buy-sell agreements can protect your business from the unexpected. A buy-sell agreement is one way to protect your business if you or one of your business partners dies. A properly drafted and funded buy-sell agreement can protect you and the people you care about in different ways. Family With your co-owners committed to buying your interest from your family at a set price, your family knows they will have money to replace your income. Business [...]
What would you like to pass along to your grandkids?
Along with family recipes, coin collections and other keepsakes, how about help with peace of mind and security? Grandparents just like you want to leave financial legacies to help secure the futures of their kids and grandkids. There are many financial options available to you, but have you considered life insurance? Not only can life insurance be affordable, but it can be versatile, too. With the help of life insurance, you can: Provide death benefit [...]
