Jun 22

How Do Trusts Help You Save on Taxes?

By Marjorie Desmond

Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you.There are two types of trusts, and each have different tax consequences.Revocable trusts, which are the far more commonly used trusts, have no tax consequences whatsoever. A revocable trust has […]

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Jun 15

Is It Time to Go Solo(preneur)?

By Marjorie Desmond

There’s nothing like a major change in the economic climate to make you rethink your day job. “Business as usual” currently means a large element of uncertainty about what the future holds for your working life. Whether you’ve lost your job, had your hours cut, or have seen these things happen to people you know, […]

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Apr 07

How To Get Access to Your COVID Stimulus Money

By Marjorie Desmond

It’s the beginning of the month, and bills are coming due. If you are stressed out, it’s important that you know where and how to get access to financial relief. Please consider this not only for yourself, but for your adult children and elderly parents, too, even if you do not need it for yourself. On […]

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Mar 23

How To Talk To Your Parents and Get Them To Stay Home

By Marjorie Desmond

There’s no doubt that your parents have survived frightening world events, whether that was World War II, the war in Vietnam, nuclear threat, illness, poverty, civil unrest, or all of the above. However, the use of the word “unprecedented” regarding what’s happening now is not an exaggeration. And they may not understand it all or […]

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Mar 02

CORONAVIRUS: Impact to Your Wealth, Health and Happiness

By Marjorie Desmond

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Feb 10

False Security: Is Your Will Legally Valid?

By Marjorie Desmond

A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that the state decides who gets your stuff, and it’s very likely not to be who […]

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