Resources & Insights from the Verian Team.
Is a Noncharitable Purpose Trust Right for You?
Is a Non-charitable Purpose Trust Right for You? October 15, 2020 There are two trust types that don’t require one or more human...
Risks and Costs of Borrowing from a Retirement Plan
Risks and Costs of Borrowing from a Retirement Plan October 8, 2020 The COVID-19 pandemic has resulted in many people borrowing from...
Is a Tax Trap Lurking in Your Paycheck
Is a Tax Trap Lurking in Your Paycheck? October 1, 2020 A payroll tax holiday effective September 1 was recently signed via a...
Transfering Ownership of Life Insurance Policy
Transferring Ownership of Your Life Insurance Policy October 1, 2020 Generally, the proceeds of your life insurance policy are...
Protect Your Social Security Number
How to Protect Your Social Security Number From Theft September 28, 2020 In order to protect your Social Security number from identity...
Health Care Power of Attorney: An Essential Element of Any Estate Plan
Health Care Power of Attorney: An Essential Element of Any Estate Plan September 17, 2020 What happens if illness, injury or...
Estate Planning with Lifetime Gifts
Lifetime Gifts: A Smart Estate Planning Strategy September 11, 2020 With the federal gift and estate tax exemption now at a record...
Common Tax Scams Related to COVID19
IRS Announces Common COVID-19 Tax Scams September 15, 2020 The most recent tax scams are surrounding COVID-19 tax relief. Here are six...
A Gift of Stock
A Gift of Stock Information is Key When Using this Tax Planning Strategy September 8, 2020 You own some stock that has increased in...
Find a Budget That Works for You
Find a Budget Method that Works for You September 4, 2020 You have your own unique personality, preferences and lifestyle. Likewise,...
IRS Stops Mailing Balances Due
IRS Temproarily Stops Mailing Notices to Taxpayers with Balances Due September 1, 2020 The IRS has suspended the mailing of three...
The Importance of an Original Will
The Importance of an Original Will September 1, 2020 In a world that’s increasingly paperless, you’re likely becoming accustomed to...
5 Reasons to Turn Down an Inheritance
5 Reasons to Turn Down an Inheritance August 20, 2020 You may use a qualified disclaimer to refuse a bequest from a loved one. Doing...
College Aged Children Need Estate Plan
Estate Planning for College Bound Students August 13, 2020 It’s August, and that means it’s time to get ready to go back to school for...
Fortify your assets against creditors with a trust
Fortify Your Assets Against Creditors With a Trust August 3, 2020 You may think of trusts as estate planning tools — vehicles for...
Estate planning for your digital assets and accounts
Estate Planning for Digital Assets and Accounts July 23, 2020 Nearly everyone owns at least some digital assets, such as online bank...
Estate Planning With an Adopted Children or Unadopted Stepchild
Estate Planning When You Have Adopted Children or Unadopted Stepchildren July 16, 2020 If you have adopted children or unadopted...
Business Succession and Estate Planning
Business Succession and Estate Planning July 1, 2020 Transferring a family business to the next generation requires a delicate...
You May Owe a Tax Payment this Month
You May Owe a Tax Payment this Month July 1, 2020 You may owe the IRS a tax payment for your 2020 tax return and not know it. Most Americans...
Online Will Planning
Drafting Your Will Using Online Tools Can Lead to Unwanted Outcomes May 21, 2020 The novel coronavirus (COVID-19) pandemic has...
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