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        1. Not All Inheritance Trusts Are Created Equally
          When it comes to inheritance, some clients are convinced that their parents have made proper arrangements on their behalf. Even when parents have used qualified lawyers and other advisors to do this, we always recommend “double checking” to make sure that any inheritance that might be received will be under an appropri
        2. What to do if a tax document arrives after you file
          In early 2019, I thought all of my tax documents had arrived in the mail, so I sat down to file my taxes in early March. Everything looked great, so I
        3. Debunking The Myths About Self-Directed IRAs
          Founder/CEO of Next Generation Trust Company, a trust company specializing in custodial & administrative services for Self-Directed
        4. Five Ways Small Business Owners Plan Intelligently For Retirement
          Preparing financially for retirement can be complicated for anyone, but for small business owners the process often poses even more challenges. Teachers, police officers, firefighters and other government employees generally receive a pension. The corporate world can offer benefit plans or matching contributions. But e
        5. How To Scale Your Business In Tough Times
          gettyTo say that Covid-19 has thrown businesses for a loop would be an understatement. Yelp recently reported that, of the more than 160,000 U. S. companies that have closed since the start of the Covid-19 pandemic, 60% are now shut down for good. With businesses across the country struggling to keep their doors open,
        6. The Impact of Private Equity on the Franchise Industry
          The capital infusion private equity brings to the franchise industry is an exciting way to grow for many brands, so long as they’re willing to open themselves up to outside influence. The relationship between franchising and private equity is a complex one that only continues to pick up steam in our industry. As more a
        7. Thinking of Retiring in 2024? Do This First
          If you're hoping to finally hand in your notice and become a retiree in 2024, chances are good you're counting down the days until the new
        8. 6 Tips For Financing Through A Quarantine Or Furlough
          Due to the recent coronavirus outbreak, companies all across the country are reducing the hours of their employees, or even instituting temporary furloughs, to help prevent the spread of the virus. While the conditions and severity of the reduction of hours may vary, they all generally involve a temporary reduction or
        9. What Is Federal Reserve Chair Jerome Powell’s Biggest Worry?
          At today’s Semiannual Monetary Policy Report to Congress, Senator Jon Ossoff asked Federal Reserve Chair Jerome Powell what he assessed “to be the greatest systemic threats to financial stability over the medium term either limited to the U. S. or globally.”
        10. What to do after a data breach
          At some point, every organization will have to deal with some sort of cyber incident.  In a perfect world, the post-attack reaction is well