top of page
.png){kind=small}
Blogs & Newsletters
Search
Don’t Wait Until Tax Season. Here’s What to Ask Your CPA Now.
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
3 days ago7 min read
Should You Name Both Children as Trustees? Here’s What to Consider.
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
5 days ago6 min read
Who Can Access Your Business Accounts If You Can’t?
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Oct 166 min read
Second Marriage? Here’s How to Plan for Your Spouse and Your Children.
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Oct 147 min read
What Happens to My Business Loans If I Die?
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Oct 106 min read
Your Passwords Are Not Your Plan. Here’s What Your Family Needs
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Oct 76 min read
Your Business Can’t Run on Instructions Only You Know. Here’s What Your Team Needs.
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Oct 26 min read
Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Sep 307 min read
Business-Owned Life Insurance Rules Owners Need to Know
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Sep 258 min read
Spouses With a Joint Trust: What Happens If You Die Days Apart?
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Sep 237 min read
You Can’t Work for 6 Months. Here’s What Your Business Needs
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Sep 187 min read
Should You Leave an Inheritance in Trust for Adult Children?
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Sep 169 min read
Small Business Legal Checklist: What to Review as You Grow
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Sep 117 min read
You Have Life Insurance. Here’s What Your Family Actually Needs.
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Sep 96 min read
What Happens to Your Business When You Die Without a Plan?
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Sep 66 min read
Your Trust Could Reach the 37% Tax Bracket at Just $16,000
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Sep 36 min read
Q4 Business Planning Checklist: What to Review Before October
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Aug 286 min read
You Made a Will. Here’s What It Can’t Do.
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Aug 267 min read
Make-A-Will Month Is a Good Reminder. But Business Owners Need More Than a Will.
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Aug 225 min read
The Cosby Show Made Him Famous. His Estate Plan Failed His Family. Here’s What I Would Have Done.
PLEASE NOTE: Educational purposes only. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available thr
Suzana Das
Aug 196 min read
bottom of page