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Estate Planning Basics, part 2: Trustees and power of attorney

In part 1 of Estate Planning Basics, I explained what documents should be included in your estate plan and some of the differences between a will and a trust to help you decide which option best fits your family’s needs.

Posted at 09:26 PM | Permalink | Comments


Estate Planning Basics, part 1: Decisions about documents

According to a recent survey, less than one-third of adults have a will or other estate planning documents in place. While many people put this conversation off, the numbers don’t improve that much with age.

Posted at 12:42 PM | Permalink | Comments


Coronavirus’ effects on the stock market could be long-lasting

Concerns over slower global economic growth due to the spread of coronavirus disease 2019 (COVID-19) have led to a precipitous decline in stock prices and bond yields.

Posted at 12:39 PM | Permalink | Comments


What does the new SECURE Act mean for you and your company?

The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules, and improve qualified retirement plan administration.

Posted at 12:55 PM | Permalink | Comments


3 ways to boost your event marketing ROI

If you’re like most marketers, exhibiting at tradeshows or conferences can gobble up a lot of your budget. When you’re spending this kind of money on in-person events, you have to look for every opportunity to boost your return on investment.

Posted at 12:24 PM | Permalink | Comments

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