The Potential Pitfalls of DIY Estate Planning
DIY estate plans may be penny-wise and pound-foolish. Know the risks before you bypass your estate planning attorney. Learn more in this Financial Tip.
Can You Take a Home Office Deduction?
If you use part of your home for business purposes, you may be able to take a tax deduction. Read all about it in this Business Tip.
Plans can provide specialized benefits
Nonqualified plans can offer more meaningful benefits, simply by covering a legitimate cost for an employee. We explain how in today’s Marietta Daily Journal. Read the Article.
Use of Government Benefits
Should you die, your survivors may be eligible for government benefits, including Social Security Survivor Benefits. Read more in this Insurance Tip.
Have You Reviewed Your Will or Trust Lately?
If you or your heir’s marital status has changed, your Will or Trust may be outdated. Learn more in this Tax Tip.
Co-Signing a Child's Private Student Loan
Be aware that as a co-signor of a private student loan, you are being asked to guarantee the loan. Read more in this Financial Tip.
First Line of Defense is to Check Statements
When it comes to credit card fraud, your first line of defense is to check your statements. We explain in today’s Marietta Daily Journal. Read the Article
Beware of Trust Fund Penalties
Employers are personally responsible for remitting required taxes on behalf of its employees to the government. Learn more in this Business Tip.
Misclassifying Workers Can Be Costly!
The IRS pays close attention to how you classify your employees and independent contractors. Learn more in this Tax Strategist.
Cash Value Life Insurance
Cash value life insurance comes in many flavors, all with different features. Read all about them in this week’s Insurance Tip.