my Social Security is a website managed by the Social Security Administration and allows users to create personal accounts, update address and contact information, track earnings, estimate future benefits and manage current benefits. Users may even order replacement medicare cards, order replacement SSA-1099 forms and state/change direct deposit. To create…
According to a recent study, only 20% of small businesses remain in the family after death of the owner. Many small businesses are sold off after the owner’s death, with assets divided and distributed to beneficiaries named in the business owner’s Will. With some planning ahead, you can ensure that…
For many clients, thinking about estate planning is about as enjoyable as scheduling a root canal. Thinking about death and making decisions in the event of later incapacity is difficult, stressful and often a process that many put off. On the other hand, making a decision to create an estate…
According to the National Association of Unclaimed Property Administrators, states are holding approximately $41.7 billion in unclaimed assets, including dormant bank accounts, stock splits, life insurance payouts, gift cards and un-cashed payroll checks among other funds. Have you searched your own name to see if you have unclaimed property? For…