by Jerald Schneider | Sep 26, 2018 | Business News
Is My Inheritance Taxable? The short answer is maybe? The long answer is it depends. The taxability of inheritance depends on the tax attributes of what is left to the beneficiaries. Some items will pass to the beneficiaries tax free. Common items in this category...
by Jerald Schneider | Aug 29, 2018 | Business News
Quotes from Warren Buffet Are you a participant in a 401K, 403B, Pensions Plan, Profit Sharing Plan, or other similar plan? If yes, do you expect to roll over your plan assets to an IRA some day? If yes, are you prepared to choose investments yourself? Most of us are...
by Jerald Schneider | Jul 25, 2018 | Business News
Possibilities, Potentials, and Opportunities When I think of the word possibilities, I think of all things possible in the universe for a given situation. When I think of the word potentials, I think of all that I am currently capable of, or can become capable of....
by Jerald Schneider | Jun 26, 2018 | Business News
Possibilities, Potentials, and Opportunities When I think of the word possibilities, I think of all things possible in the universe for a given situation. When I think of the word potentials, I think of all that I am currently capable of or can become capable of....
by Jerald Schneider | May 25, 2018 | Business News
Managing a Trust or Estate Managing a trust or estate has many challenges including investments, valuations, trustee/executor concerns, beneficiary concerns, and legal and accounting issues. You as the trustee/executor have the responsibility to make sure it all gets...
