AIM

Financial Planning

Financial Oversight for a Loved One

Financial Oversight for a Loved One

While banking and bill-paying can become more challenging with age, incapacitation by accident or sudden illness can strike anyone and at any age, creating the same challenges. Incapacity is not just about mental cognition, accident, or illness. You may have a loved one who cannot drive themselves to the bank or has a distinct visual […]

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Estate planning for entrepreneurs

Estate planning for entrepreneurs

Entrepreneurs share specific characteristics: motivation, creativity, persuasiveness, risk tolerance, versatility, vision, innovation, communication and collaboration, flexibility, and decisiveness. These individuals create new businesses bearing most of the risks and reaping most of the rewards if successful. Because of their innate attributes, an estate planning process can be markedly different from others because entrepreneurs often have

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Financial Estate planning

Wealth Transfer Strategies to Consider in an Election Year

Wealth Transfer Strategies to Consider in an Election Year – With  a  push  by  the  Democratic  party  to  return  federal  estate  taxes  to  their  historic  norms, taxpayers need to act now before Congress passes legislation that could adversely impact their estates. Currently, the federal estate and gift tax exemption is set at $11.58 million per

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