…one form, please be sure to name the same health care agent and backup agent on both. You can find links to forms from other states at this website: https://www.nhpco.org/patients-and-caregivers/advance-care-planning/advance-directives/downloading-your-states-advance-directive/…
…stars! We’ll exercise! Lose weight! Save more! And then Monday comes. It’s another start to another week that feels exactly like those that have come before it. The thrill of…
…be able to stretch out distributions slightly longer than other individuals. Example… Joe was 65 when he died in 2020. He had an IRA worth $500,000 and his designated beneficiary…
…To learn more or get help planning your financial goals, please email me at gildea@homrichberg.com. Download this article here. Important Disclosures This article may not be copied, reproduced, or distributed…
…of the income and proceeds from the business. In addition, because a trust holding an operating business can be more challenging to administer than a trust holding liquid securities, it…
…ADVISOR 2010-2024 Top 50 Registered Investment Advisors Financial Planning2022-2023 Top 20 Fee-Only RIAs Barron’s 2020-2023 Barron’s Top RIA Firms Please see important disclosure information regarding awards and recognition Want to…
…towards the production of therapeutics and a vaccine. The factors that will flatten the growth curve of this pandemic in the U.S. are the same factors that will slow the…
…charity and have this count as an “above the line” reduction of adjusted gross income. In addition, the 60% of AGI limitation which normally applies to cash donations will be…
…opportunity exists in the world of gift and estate planning. Spouses may give an unlimited amount to each other completely gift and estate tax-free. There is a limit on how…
…There may be additional documents that should be saved depending on your individual situation. In addition to the documents listed below you should also keep any documents related to a…
…factors would include government stimulus and spending, the growing U.S. deficit, a stronger-than-expected economy, global supply and demand factors, and the pressures from the commercial real estate market. If you…
…life experiences, please call 404.264.1400 or email us at info@homrichberg.com. Download this article. Important Disclosures This article may not be copied, reproduced, or distributed without Homrich Berg’s prior written consent….