Low Interests Rates is a Good Time to do Estate Planning

estate planning

When interest rates go low, it’s high time for estate planning In a volatile economic environment, the idea of making substantial gifts may give you pause. But with interest rates at historic lows and the value of many assets depressed, now may be an ideal time to plan your estate. Current conditions present an opportunity…

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Is COVID-19 Driving Your Early Retirement Decision?

Early retirement man with child

Does the pandemic make you think about an earlier retirement? Due to the COVID-19 crisis, many employees who are able to perform their duties remotely have transitioned to working from home. This has offered a glimpse of what retirement might look like for them — minus the work load, of course. For example, many remote…

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Buying a Distressed Business

Photo of a sign hanging in a store window that reads "Sorry, We're Closed"

Many businesses have suffered financial losses due to the COVID-19 crisis. Some may even be on the verge of bankruptcy or otherwise looking for an exit strategy. Fortunately, there’s an upside: Adverse market conditions can create opportunities for investors with excess cash and access to capital to acquire and then turn around distressed businesses. Here’s some…

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Why You Should Keep Life Insurance Out of Your Estate

If you have a life insurance policy, you probably want to make sure that the life insurance benefits your family will receive after your death won’t be included in your estate. That way, the benefits won’t be subject to the federal estate tax. Under the estate tax rules, life insurance will be included in your…

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