Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know Written by SBAkkeOA  September 30, 2021  ESTATE | READ TIME:  8 MIN Social Security can be complicated, and as a result many individuals don’t have a full understanding of the choices they may have. Here are...
And the Executor Is…

And the Executor Is…

And the Executor Is… Written by SBAkkeOA  September 30, 2021  ESTATE | READ TIME: 3 MIN U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no...
Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy Written by SBAkkeOA  September 30, 2021  Divi Meetup 2019, San Francisco Get Tickets Related Articles Browse All Categories Certain Uncertainties in Retirement Sep 30, 2021Ascertaining the value of your business is...
Critical Estate Documents

Critical Estate Documents

Critical Estate Documents Written by SBAkkeOA  September 30, 2021  ESTATE | READ TIME: 3 MIN Financial Documents:   Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person...
What is the Value of Your Business?

What is the Value of Your Business?

What is the Value of Your Business? Written by SBAkkeOA  September 13, 2021  ESTATE | READ TIME: 3 MIN In the third quarter of 2019, more than 2,400 small businesses were sold. The median sale price was roughly $278,000, up 3.3% from 2018.1 As a...