5 Reasons to Create an Estate Plan Over the Holidays
With the family together again for the holidays, it’s the perfect time to catch up, create memories, and plan for the future. An estate plan.
Settlement Preservation Trust: How Is It Used?
A Settlement Preservation Trust is a type of grantor trust. Its purpose is to protect the injured party from squandering their assets. As a grantor trust, the trust is ignored for income tax purposes. Instead, the trust’s income and deductions are reported on the individual beneficiary’s tax returns.
5 best practices for an effective virtual team
As work-from-home culture becomes a new normal, understanding how to create and manage an effective virtual team is vital for businesses.