Financial Planning

Estate Planning Strategies for Grandparents in Indiana Estate Planning Strategies for Grandparents in Indiana

Grandparents often play a pivotal role in shaping the financial future and values of younger..
accountingcpd Wins Customer Experience of the Year accountingcpd Wins Customer Experience of the Year

We’re thrilled to share that accountingcpd has been named Customer Experience of the Year (Vendor)..
How to Read a Business Credit Report (and Why It Matters) How to Read a Business Credit Report (and Why It Matters)

Understanding your business credit report is one of the most powerful steps you can take toward..
Act now: Estate tax planning in 2025 Act now: Estate tax planning in 2025

Don’t wait on #estate tax planning. Learn how to build flexibility into your plan now with insights...
TAX BASICS: Trusts Explained (Simply) TAX BASICS: Trusts Explained (Simply)

In this video, I explain what trusts are and how they are taxed. Specifically, I will cover:- Bare..
New $6000 Senior tax deduction - What it means for you? Wealth Lawyer Explains New $6000 Senior tax deduction - What it means for you? Wealth Lawyer Explains

To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: In this video, I break..
How to keep the post-event buzz on your return to the office How to keep the post-event buzz on your return to the office

With the events season wrapping up, many of us in the industry are feeling that all too familiar..
What Is An Estate Plan, vs. a Trust, vs. a Will? - Estate Planning 101 What Is An Estate Plan, vs. a Trust, vs. a Will? - Estate Planning 101

What does estate planning mean, overall? What is an estate plan, and do you need one? In this video,..
Contesting a Will in Indiana: What You Should Know Before Taking Action Contesting a Will in Indiana: What You Should Know Before Taking Action

The loss of a loved one is often accompanied by grief, confusion, and a host of legal matters that..
How Can a Spendthrift Trust Strengthen Your Indiana Estate Plan? How Can a Spendthrift Trust Strengthen Your Indiana Estate Plan?

It is not uncommon for a family to include someone who struggles with managing finances. Whether..
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The Ultimate Guide to Loan Programs and Down Payment Requirements in Anoka County, Minnesota The Ultimate Guide to Loan Programs and Down Payment Requirements in Anoka County, Minnesota

Learn about the various loan programs available in Anoka County, Minnesota and the minimum down..
The Ultimate Guide to Financing a Manufactured Home in Anoka County, Minnesota The Ultimate Guide to Financing a Manufactured Home in Anoka County, Minnesota

Learn about the different loan programs available in Anoka County, Minnesota that can help you..
Common Trust Creation Mistakes You Can Avoid Making Common Trust Creation Mistakes You Can Avoid Making

Creating a trust can be a valuable estate planning tool, offering a seamless way to manage and..
Celebrate Canine Fitness Month This April: A Commitment to Your Dog’s Health and Future Celebrate Canine Fitness Month This April: A Commitment to Your Dog’s Health and Future

April is Canine Fitness Month, a time dedicated to raising awareness about the importance of..
Tax Breaks for Teachers: How to Claim the Educator Expense Deduction Tax Breaks for Teachers: How to Claim the Educator Expense Deduction

Teachers are always looking for creative ways to enhance their students’ learning experience...
What You Should Know About Nursing Home Abuse in Indiana What You Should Know About Nursing Home Abuse in Indiana

Nursing homes are meant to provide a safe and supportive environment for elderly residents and..
5 Trustee Mistakes You Can Avoid Making 5 Trustee Mistakes You Can Avoid Making

If you recently learned that you were appointed to serve as the Trustee of a trust, and have never..
Why Would I Create an Intentionally Defective Trust? Why Would I Create an Intentionally Defective Trust?

When your estate includes substantial assets, minimizing federal gift and estate taxes should be a..
National Love Your Pet Day Is a Great Time to Work on Pet Planning in Your Estate Plan National Love Your Pet Day Is a Great Time to Work on Pet Planning in Your Estate Plan

National Love Your Pet Day, celebrated on February 20th, is a perfect opportunity to celebrate the..
How to Get Involved in American Heart Month in Indiana How to Get Involved in American Heart Month in Indiana

Every February, American Heart Month serves as a crucial reminder of the importance of heart health ..
The Benefits of Having a Health Savings Account (HSA) for Effective Health Insurance Planning The Benefits of Having a Health Savings Account (HSA) for Effective Health Insurance Planning

Discover the advantages of having a Health Savings Account (HSA) for effective health insurance..
Managing Currency Risk in International Financial Planning Managing Currency Risk in International Financial Planning

Learn about the importance of managing currency risk in international financial planning and..
The Ultimate Guide to Health Insurance Planning: Resources for Individuals The Ultimate Guide to Health Insurance Planning: Resources for Individuals

Discover the top resources available for individuals looking to learn more about health insurance..
Navigating Pre-Existing Conditions When Choosing a Health Insurance Plan Navigating Pre-Existing Conditions When Choosing a Health Insurance Plan

Learn how to handle pre-existing conditions when choosing a health insurance plan from an expert's..
Navigating the Affordable Care Act (ACA) for Health Insurance Planning Navigating the Affordable Care Act (ACA) for Health Insurance Planning

Learn how to navigate the Affordable Care Act (ACA) when planning for health insurance from an..
The High Cost of Childcare in Montgomery County, Maryland The High Cost of Childcare in Montgomery County, Maryland

Explore the average cost of childcare in Montgomery County and its impact on the local economy...
The Resilience of Small Businesses in Montgomery County, Maryland The Resilience of Small Businesses in Montgomery County, Maryland

An expert's perspective on the current state of small businesses in Montgomery County, Maryland and ..
The Changing Economics of Montgomery County, Maryland The Changing Economics of Montgomery County, Maryland

Explore how the cost of living in Montgomery County, Maryland has changed over the past decade and..
The Impact of COVID-19 on the Tourism Industry in Montgomery County, Maryland The Impact of COVID-19 on the Tourism Industry in Montgomery County, Maryland

Learn about the economic implications of COVID-19 on the tourism industry in Montgomery County,..
The Economics of Living in Montgomery County, Maryland The Economics of Living in Montgomery County, Maryland

A comparison of the cost of living in Montgomery County with its neighboring counties in Maryland.
The Current State of Unemployment in Montgomery County, Maryland The Current State of Unemployment in Montgomery County, Maryland

Learn about the current unemployment rate in Montgomery County, Maryland and its implications for..
The Impact of COVID-19 on the Housing Market in Montgomery County, Maryland The Impact of COVID-19 on the Housing Market in Montgomery County, Maryland

Learn about the effects of COVID-19 on the housing market in Montgomery County, Maryland from an..