Author: Jaclyn Ford-Grella

When planning for retirement, people tend to wonder: Can you have a traditional and Roth IRA at the same time? The simple answer is yes. In fact, having both types…

When structuring a business, asset protection plays a big part in deciding between a business trust vs.LLC. Both options offer distinct benefits, but they function differently in terms of liability…

The new rules for special needs trust as of 2024 offer important updates for families supporting loved ones with disabilities. Special needs trusts (SNTs) are designed to preserve access to…

Reaching the age of 70 brings important considerations for managing your retirement savings, particularly regarding the cashing out of an IRA. The rules surrounding IRA withdrawals have evolved in recent…

Transferring an LLC into a trust can be an excellent way to protect your business and assets. This process may seem complex, but it can guarantee your business is handled…

Dealing with an inheritance can be challenging, especially when it involves dividing financial assets among siblings. Understanding the Inherited IRA split between siblings is an important part of this process.…

Understanding the relationship between trusts and LLCs is important for asset protection in today's business environment. People often ask, "Can a trust own an LLC?" This article explores how trusts…

         State income taxes are an important consideration for individuals and businesses alike. These taxes affect your take-home pay and the overall economic landscape. Understanding state income tax rates as…

Navigating a divorce can be a complex and emotionally charged process, especially when it comes to dividing assets. One of the critical questions many individuals face is whether a trust…

Inheritance tax, a concept that can be mystifying for those navigating the aftermath of a loved one’s passing, often prompts questions such as "What is inheritance tax?", its implications, and…