Resources & Insights from the Verian Team.
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...
Estate Planning When Time is Short
Estate Planning When Time is Short June 18, 2020 The novel coronavirus (COVID-19) pandemic has caused some people to contemplate their...
Transfer Your Vehicle in a Living Trust
Should You “Park” Your Vehicle in a Living Trust? June 25, 2020 Using a revocable trust — sometimes referred to as a “living trust” —...
Think Before Tapping 401k as Emergency Fund
Think Before Tapping 401(k) as Emergency Fund June 8, 2020 Among other changes in the CARES Act relating to qualified plans and IRAs, a...
Intrafamily Loans
Now May be the Time to Forgive Intrafamily Loans May 14, 2020 If you have outstanding loans to your children, grandchildren or other...
Key 2020 Coronavirus Tax Changes
Key 2020 Coronavirus Tax Changes May 1, 2020 Early Distribution Penalty Waived The 10% early distribution penalty on up to $100,000...
New Rules for Your Estate Plan
Rules Changed for Your IRAs, RMDs and Estate Plan May 1, 2020 Many people’s estates typically include IRAs. Be aware that two major...
Video COVID-19 Tax Update
Video: COVID-19 Tax Update April 17, 2020 Tax Deadlines Move to July 15 Applies to individuals, trusts and estates, businesses, and the self...
Charitable Giving
Charitable Giving During the COVID-19 Crisis April 30, 2020 The novel coronavirus (COVID-19) pandemic and the resulting economic...
Review Your Estate Plan
Events that Might Lead You to Revise Your Estate Plan April 23, 2020 Generally, it’s recommended that you review your estate plan at...
Gift Tax Filing and Payment Deadline Extended
Deadlines for Gift Tax Filing and Payment Deadlines Extended to July 15 March 25, 2020 You may have heard that the federal income tax...
Small Business Paid Leave
New Law Requires Small Businesses to Provide Paid Leave April 16, 2020 The Families First Coronavirus Response Act is a new law passed in...
make-the most of retirement
The Benefits of the New Retirement Laws March 31, 2020 Benefits from New Retirement Rules 1. You now have until age 72 before you MUST take...
Estate Planning for Intellectual Property
Get Smart When Tackling Estate Planning for Intellectual Property April 2, 2020 Assets such as patents, copyrighed work and other...
Document Downloads
Click to download pdfs.