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March 2018 Archives

How soon should you prepare for business succession?

Opening your own business is a testament to your hard work and determination. Naturally, many small business owners start a company because they want financial security for themselves and their families. That is part of why it is so disheartening to learn as many as eight out of every 10 businesses fail within the first 18 months in the United States. 

When is guardianship essential (or not essential) for an elderly loved one?

Many senior citizens in the United States rely on a legal guardian. There are two primary types of guardians. There are those who have guardianship of the person, which means the guardian is responsible for overseeing daily activities, health care and financial decisions. There are also estate guardians who predominantly oversee any property and high-value assets the individual owns. 

Should you leave assets to your children outright?

Perhaps the most common way to leave assets to heirs is simply indicating in the will which heirs will get which assets outright. For instance, you have $1.5 million saved up and you have three children. You leave all of them $500,000, a gift you know they'll enjoy.

3 things to know about the VA Aid and Attendance benefit

Many veterans and their families are aware that there are benefits available to them; however, there are some benefits that are more well-known than others. One of the lesser-known benefits is the Aid and Attendance benefit, sometimes called A&A.

Who is eligible for the VA Survivors Pension benefit?

The Survivor's Pension, also known as the Death Pension, is a tax-free monetary benefit paid to a surviving family member of a war time veteran. The benefit is payable to a low-income, un-remarried spouse and/or the unmarried child or children of the deceased veteran.