Creating your estate plan is only one step in the process of putting things in place for your heirs. It is equally important that you keep your plan up to date as things change in your life to prevent surprises for your loved ones such as the exclusion of an heir or...
Knowledge. Experience. Results.
Month: May 2020
What are warning signs of a Ponzi scheme?
While Ponzi schemes have been around for decades, they may still be hard for you to recognize before you lose money. With a high percentage of financial investment transactions occurring over the internet, it may be even more challenging to recognize a fraudulent...
What issues may arise as businesses re-open?
As our community continues to “flatten the curve” and state and local governments begin to relax or remove stay-at-home orders, employers face unprecedented issues as they return to work. Recently, the Equal Employment Opportunity Commission (EEOC) highlighted...
Should I hire independent contractors or employees?
One of the proudest moments that entrepreneurs have is getting to the point where they are hiring people to work for their company. In many ways, it is a huge step both financially and ideologically. In the US, workers generally operate under two designations:...