Pairing a Pour-Over Will With Your Trust
Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all assets are moved into a Trust after an individual’s death.
Month: October 2020
Pass It On
“When you succeed, don’t forget the responsibility of making someone else succeed with you.” – Antonia Novello Almost without exception, the opportunities we have in our careers come because of or through other people. Most doors that open are opened by someone other than ourselves. Yes, we still have to work hard, etc., but I … Read more
Think it Through, Plan it Out
“The nicest thing about not planning is that failure comes as a complete surprise rather than being preceded by a period of worry and depression.” – John Harvey-Jones With all the craziness that is 2020, I find myself losing track of the fact that it’s already mid-October. So many of the events that mark the … Read more
Guidance on PPP Loans of $50,000 or Less
In October of 2020, the SBA and Treasury released an Interim Final Rule that makes it significantly easier for businesses with Paycheck Protection Program loans of $50,000 or less to receive forgiveness. Watch now to learn the details.
What Have You Learned This Year?
“In a dark time, the eye begins to see.” – Cavett Robert Very few people would classify the year 2020 as “good”. Constant chaos is a challenge, and lot of our chaos this year has been the result of things that are unpleasant and cause human beings to suffer. Between a global pandemic, a lack … Read more
Who Are You Listening To?
“People often claim to hunger for truth, but seldom like the taste when it’s served up.” – George R. R. Martin Last week in this space I mentioned all the noise that comes our direction and how it can be overwhelming. We are bombarded with information and opinions and facts and non-facts on a regular … Read more
