Category Archives for "Estate Planning"

Sep 14

Lost An Old 401(k)? Here Are 6 Tips For Finding It

By Marjorie Desmond

The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since people change jobs […]

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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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