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Special Needs Trusts Basics
ecall that a trust is a living entity that owns assets and provides how those assets are to be utilized while the beneficiary is alive and then what happens to…
Special Needs Trusts: Basic Parameters
Per POMS section on Special Needs Trusts – SI01120.203 - 42 USC 1396p(d)(4)(A) and (C) set forth exceptions to the general rule of counting trusts as income and assets for…
Wills vs. Trusts: What’s the Difference?
A will is a written document expressing your wishes for disposal of your estate and can also name guardians of minor children. It becomes active after your death. A trust…
Know the Basics of Business Valuations
A business valuation can serve any of several purposes, but the goal is always the same: to find out the value of your business in dollars and cents. Armed with…
Thinking About a Private Equity Partnership?
According to consulting firm McKinsey & Company's annual survey of private markets, businesses raised $7.3 trillion from private markets in 2020, and 61% of those funds came from private equity.…
At Tax Time, Don’t Forget the States!
Most states have a state income tax in addition to the federal income tax, and in some cases, certain localities have their own income taxes on top of those. Now…
What To Know About Organ Donation
You may need an organ transplant if one of your organs fails or is damaged by disease or injury. In an organ transplant, doctors remove an organ from another person…
Succession Planning 101: What Is Your Exit Plan?
"What is your exit plan?" Business owners should start asking themselves this question on the day they open their doors. But they don't. There are many reasons for this, beginning…
SSA Updates Key Numbers for 2022
The Social Security Administration reviews key numbers each year and usually makes adjustments. In a recent release, the SSA announced what is and is not changing for 2022.Here are the…