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Why You Need to File an Estate Tax Return

July 12, 2023
The estate tax is a one-time tax due nine months after someone dies, if their assets reach a certain threshold.
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What Should I Do Now for a Successful Business Succession?

July 11, 2023
If there’s one thing that’s certain, it’s life’s uncertainty. While we all hope for the best, as a business owner, it’s important to be prepared for anything. Having an answer to life’s curveballs can help you stay in business, ensure that your legacy lives on, and that your business partners and family are taken care of.
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What Three Things Do People Overlook on Estate Planning Benefits?

July 10, 2023
The main reason to plan your estate is to make sure that your wishes are followed after you are gone.
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What Foods Should I Avoid with Arthritis?

July 9, 2023
What you choose to eat and drink with arthritis may affect your symptoms and overall well-being. Here, learn about some foods and beverages to avoid if you have arthritis.
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How to Pre-pay for a Funeral

July 8, 2023
There are two primary ways to pre-pay for a funeral: via either pre-need funeral insurance policies purchased through a funeral home, or by setting up a funeral trust with a bank or financial institution. Each method works a bit differently.
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Estate Planning for Digital Assets

July 6, 2023
Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.
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What Should Be Considered in Choosing a Care Facility?

July 5, 2023
Finding a skilled nursing facility or nursing home after a hospital stay can be daunting. Follow these steps and tips to make the process easier.
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Planning for Long-Term Care with Irrevocable Trusts

June 30, 2023
With the possibility of needing long-term care in the future, many people are interested in proactive planning.
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Planning for Long-Term Care and Taxes

June 29, 2023
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern—reducing taxes for retirees and their heirs.
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Can I Age in Place?

June 28, 2023
As with anything in life, our individual preferences and circumstances will vary. Some may want to ‘age in place,’ while others may need to consider other housing options.
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Charleston, WV 25302

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