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Our library for all things family, wealth and business planning
3 Business Tax Mistakes to Avoid This Tax Season
As a small business owner, there are extra pieces of your tax filing puzzle you need to watch out for to make sure you’re not only following the law but also getting the most tax savings for your business. Read more…
This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time
The SECURE 2.0 Act aims to make it easier for people to pay off student loans while also saving for retirement. Want to know if this applies to you? Read this week’s blog to find out.
Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
Many assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets. However, the reality is far more complex and potentially unsettling.
Let's unpack why relying on assumptions alone could leave your children's future in uncertain hands.
Want to Show Your Partner How Much You Love Them? Put Them In Your Will
In this blog, we'll explore why adding your partner to your Will and estate plan isn’t just a romantic gesture but the ultimate act of love. Read now…
2 Conversations About Money and Death You Need to Have With Your Parents Right Now
In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly understand your family’s financial picture and your plan for the future. Read now…
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever.
Is It Time to Hire? How to Assess Your Hiring Readiness
Looking to hire help? Before you post a job listing online or dust off your interviewing skills, you’ll need to sit down and assess whether your business is in the position to hire a regular employee. Read more…
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A New Name in Estate Planning - Memento Law, PLLC Coming 1/1/24!
