business current events

How to Choose: Will v. Trust
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How to Choose: Will v. Trust

Depending on your situation, assets, stage in life and more, you might need a trust, a will, or both. We can help explain the differences between the documents. We can help you stay on top of the latest news that affects your everyday life. Subscribe to stay up to date. (To subscribe to our blog click here). Wills and trusts are very different estate planning documents and either can be the right choice, depending on your circumstances. While they both provide instructions for distributing assets following death, a trust is generally a much more detailed document. One of the main…
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CNBC Cancels Shepard Smith’s Show Amid Business-News Push
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CNBC Cancels Shepard Smith’s Show Amid Business-News Push

Like many other TV anchors at business-news outlet CNBC, Shepard Smith finds himself facing a closing bell. The veteran journalist, who arrived at the NBCUniversal venue in the fall of 2020 with a mission to grow the network’s audience in early evening with a non-partisan general-news program, will leave CNBC as it focuses more intently on its core product: information tailored for viewers interested in the markets and personal finance. More from Variety Smith’s last show will air later in November, and CNBC intends to replace his program, “The News with Shepard Smith,” with an evening hour dedicated to business…
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I’m Not Wealthy – Do I Need an Estate Plan?
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I’m Not Wealthy – Do I Need an Estate Plan?

Yes, an estate plan protects so much more than wealth. Many clients think they do not need a full estate plan, because they are not wealthy. While we may advise utilizing different legal documents or tailored plans, almost everyone can benefit from a well-drafted estate plan. We can help you stay on top of the latest news that affects your everyday life. Subscribe to stay up to date. (To subscribe to our blog click here). Over one-half of the adults in the United States do not have any estate planning documents. This is problematic, not only for the individual’s family,…
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How To Update Your Compliance Risk Assessment
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How To Update Your Compliance Risk Assessment

Compliance Risk Assessments are critically important in healthcare practices. When utilized correctly, they can save entities from fines, problems, and consequences. We can help you stay on top of the latest news that affects your everyday life. Subscribe to stay up to date. (To subscribe to our blog click here). While almost everyone is familiar with a HIPAA Risk Assessment, many practices have not completed a full Compliance Risk Assessment. A Compliance Risk Assessment is a process for healthcare entities to determine what risks exist, evaluate potential risks and focus resources to address the most significant risks. Compliance Risk Assessments…
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Estate Planning: What is a Fiduciary?
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Estate Planning: What is a Fiduciary?

A fiduciary is a person that must act in your best interests, within the realm of estate planning. In estate planning, the people that you appoint to act as your trustees will have to act as your fiduciaries. The fiduciary relationship requires that person to perform in your best interest. We can help you stay on top of the latest news that affects your everyday life. Subscribe to stay up to date. (To subscribe to our blog click here). When you decide to plan for your future and create your estate plan, you will appoint a variety of individuals to…
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CNBC Cancels Shepard Smith’s Show Amid Business-News Push
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Why Your Next Raise Will Probably Be Worse Than Expected

Hi, I’m Matt Turner, the editor in chief of business at Insider. Welcome back to Insider Weekly, a roundup of some of our top stories.On the agenda today: But first: Emily Canal, Insider’s senior editor of entrepreneurship and careers, is giving us a behind-the-scenes look at a five-month project helping small-business owners navigate today’s difficult labor market. Let me know what you think of all our stories at [email protected] this was forwarded to you, sign up here. Download Insider’s app here.Introducing Talent Insider Andrew Joyce for Insiders We are in a unique moment for entrepreneurship in the…
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I’m Not Wealthy – Do I Need an Estate Plan?
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Family Disputes Following Death – Rickard & Associates

When a loved one dies, emotions and tensions can run high. This can often lead to family disputes. We can help you stay on top of the latest news that affects your everyday life. Subscribe to stay up to date. (To subscribe to our blog click here). How can you prevent your family from engaging in a dispute following your death? Make sure to work with an estate planning attorney to have the right documents in place. Clear documentation leaves little room for disputes to festival. We also help our clients draft Letters of Instruction to their families, to really…
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The Basics: What is an Estate?
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The Basics: What is an Estate?

Many clients come to us not know what is a part of their estate. We can help you stay on top of the latest news that affects your everyday life. Subscribe to stay up to date. (To subscribe to our blog click here). While it seems like a simple concept, often it is complicated. So, what is an estate? For purposes of estate planning, your estate is everything you owns, less all debts that you owe. Your estate might include:Your car your home Other real estate bank accounts Investments Furniture Personal possessions and more.When meeting with clients, we…
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