Irrevocable family trusts can benefit many people. Find out about the professionals that irrevocable trust beneficiaries need to work with.
In this video blog, lean the difference between irrevocable trusts and revocable trusts from Laura Kuntz of Laurel Wealth Planning.
At Laurel Wealth Planning, we care about your financial security, which means we care about your cybersecurity. Here are some tips for online shopping this holiday season.
The Social Security Board of Trustees will begin tapping its nearly $3 trillion trust fund to cover payouts this year – the first time since 1982 that the trust fund will pay out more than it takes in.
As we recognize World Elder Abuse Awareness Day today, we are reminded of a sobering fact: senior citizens are an especially vulnerable segment of the population.
Imagine an aspiring student athlete attending fourth period economics in an ordinary high school classroom. While others might have looked on Economics as dry, this student found he really liked the study of the world’s markets and how they operated.
Cyber and identity theft are big business. In a recent session I attended on this topic, the presenter pulled up a website that sold stolen credit card numbers. There were over fifteen available stolen credit card numbers in one Edina zip code alone.
Protecting your financial information is always a top priority for us. The Internal Revenue Service (IRS) recently reminded us that tax-related scams, even after tax season, are still pervasive.
A key area of planning for our clients includes strategies to reduce tax on capital gains (the tax paid on sales of appreciated investments). Yes, we want gains, but once achieved, Uncle Sam and the other taxing authorities also like a “piece of the action.”