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Love and Remarriage in Retirement

Finding Love in Your Later Years Calls for Planning Finding love and companionship again in the later part of life can be wonderful, but it can also be very complicated. Taking the plunge without proper planning can have tremendous negative consequences. About 50% of...

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What You Need to Know About the SECURE Act

The SECURE Act is Now Law -- The Changes are Significant Estate planning should never be considered a one-time event. In reality, an individual's estate plan must continually adapt to changes in their lives and changes to the law. Laws change all the time, but often...

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When Does My LLC Need an Operating Agreement?

The Limited Liability Company (LLC) is one of the more common forms of business ownership for small business owners. LLCs offer flexibility, can provide asset protection, and in some cases, might provide tax advantages for a small business owner. LLCs can also use...

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Prepaid Debit Cards for SNT Beneficiaries

Prepaid Debit Cards Enable Special Needs Trust (SNT) Beneficiaries to Quickly and Independently Make Purchases   More and more, trustees of SNTs are relying on “administrator-managed prepaid debit cards” when disbursing funds to beneficiaries. True Link is a...

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