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Read this before investing in an IPO
January 26, 2021 / Warren Hurt
With big-name private companies like Airbnb Inc. and DoorDash Inc. recently announcing plans to go public, many investors may be chomping at the bit to purchase the new stock. While such investments have the potential to deliver excellent returns, it’s important to understand how the IPO process works…
The perfect storm for estate planning
January 21, 2021 / The Merrill Anderson Company
According to estate planner Maurice R. Kassimir, Esq., the present moment has provided a “perfect storm” for wealthy families to meet with their estate planners and implement some wealth transfer strategies. In a November webinar, Mr. Kassimir pointed to three factors that make these times unique…
Five Reasons for a Trust
December 16, 2020 / The Merrill Anderson Company
You might think that the doubling of the amount exempt from federal estate and gift tax ($11.7 million per person in 2021) would reduce the need for estate planning, given that so few families will now need to worry about this tax…
Planned giving in 2020
December 07, 2020 / The Merrill Anderson Company
The idea of “planning” a gift to charity may not spring as readily to mind as investment or retirement planning. Yet there are many ways to give, and many kinds of gifts to consider, especially when philanthropy is one of your core values…
Three ways to protect yourself from stimulus scams
October 15, 2020 / Ray Wills
The Federal Trade Commission (FTC) is cautioning Americans to be mindful of various schemes targeting Economic Impact Payments, also known as stimulus checks. Here are a few things you can do to protect yourself if Congress passes a second stimulus package…
