Estate Innovations, LLC

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams

Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity

What every parent needs to know about insuring his or her #teen #driver. #insurance

Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.

Over age 50? You may be able to catch-up on retirement.

Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance

Where there's a will there's a way. Don't leave your estate unattendedupdate your documents.

Business owners should consider a succession plan sooner rather than later.

Did you know you can trade in an annuity or a life insurance policy without triggering a tax bill?

What would happen to your loved ones if you were gone? Make financial preparations today.

There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs

The truth is a little more complicated with these personal finance idioms.

Today our Financial Innovations team joined forces with an amazing Sandy Springs restaurant, Thos O'Reilly's Pub. 40 meals to our Sandy Springs Firemen who are heroes!! Thank you to Butch Elmgren, owner of O'Reilly's, for coordinating we cannot wait until next month! The food is incredible and great curbside service!

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Earnings season can move markets. Find out why.

Does anyone need: From boxes of 50 for 3-ply masks, KN95’s, N95’s, thermometers, gloves, antibodies tests, and now offering Back to Work kits for larger companies who are welcoming their staff back! Best to buy in bulk... smaller orders are welcome but may take a little longer to be filled. Please PM Joanne Dubinsky Bucovetsky if interested!

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA

You've allocated your assets; you just may not realize it yet. #AssetAllocation

How prepared are you for retirement?

15-year vs. 30-year loan. Which is better for you? Learn how each loan compares.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit

Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec

Your ideal #retirement may differ from reality, but we can work together to better align the two.

Please go to www.financialinnovations.biz to see our upcoming educational and motivational Zooms (scroll down on the main page)! We have speakers two times a week (Monday and Fridays at noon) and a personal trainer, DeAnne Jacobson of Fit & Strong, at 9 am every Wednesday. If you are interested in Zooming with us please reach out to me at [email protected] to receive the information. We hope to Zoom with you soon! None of the speakers or the personal trainer are affiliated with Triad Advisors or Financial Innovations.

Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits

Being sick is no fun -- and it can be expensive. (ARTICLE)

The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.

What should you look for in a personal finance app?

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.

Call us we are happy to help in Georgia and Florida. https://www.marketwatch.com//need-to-update-your-will-and-

Stuck in the house? Financial Innovations thinks it's a perfect time to get your financial house in order with this scavenger hunt of essential documents. If yo...u are quarantined with someone else, then maybe split the list in half and see who will find all of their items the fastest! Find: Revocable Trusts, if any. Irrevocable Trusts, if any. Last Will and Testament. Financial Powers of Attorney. Advance Directives for Health Care. Important List. Passwords/Pin list (make sure you practice with the person who may survive you that they can use your list). Memorial Information. Also, if you have a cemetery plot then that deed. Real Estate Deeds. Mortgage Information. Title Information for car(s), boat(s), motorcycle(s), etc Loan Agreements. Investment Statements. Bank Statements. Bonds held individually outside of your investments. CDs held individually outside of your investments. Insurance Policies list and the actual policies. Agent information should be with them. Marriage Certificate. Divorce/Separation (legal) papers. Birth Certificates. Death Certificates. Passport/Residency paperwork. Military papers, if any. Pension Plan information. Profit Sharing/401K/403B work retirement accounts. Employment contracts. Partnership/LLC/S Corp agreements Leases Checking account. Savings account. Credit cards. 2015 to Present Income tax Returns (Federal and State). Any other tax returns. List of friends/relatives to contact in case needed with phone numbers. Enjoy the search and the organization! Covid19 will get us organized!! Wishing you good health and organization, Laura Schilling Financial Innovations, LLC Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory services offered through Financial Innovations, LLC. Financial Innovations, LLC is not affiliated with Triad Advisors, LLC.

A home is the single largest financial commitment for most people. What mortgage fits you best?

Here are 4 unexpected locations that make great places to #raise your #family.

Georgia just enacted a remote witnessing/notarizing of Wills, Advance Directives of Health Care and Powers of Attorney on an emergency basis during this crisis. This is a great time to review your estate documents, update them or get estate documents for the first time!! Reach out we are happy to help!

Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement

U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies

The spread of COVID-19 sent stocks tumbling last month, even as the health and economic costs of the pandemic continued to mount.

When it comes to personal finances, the Boy Scouts are right: be prepared.

These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit

Do you need umbrella insurance? Find out more. #LiabilityInsurance

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

Children with special needs may need ongoing help after their parents are gone.

Three important questions to consider before you start taking #SocialSecurity.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity

Here are a few key factors to consider when naming an executor for your estate.

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving

The financial future is female.

I hope that you will join me at this amazing event. Cocktails for a Cause We are excited to announce this year's Cocktails for a Cause honorees:... Aprio Harrison Frank Noa Lazarian Aprio Aprio has been a partner of The Packaged Good since our inception, unwavering in their support and participation. Harrison Frank, Age 15 Harrison has been an active participant at many of our packing events from the beginning, reminding others that even younger kids can make a major difference. Noa Lazarian, Age 12 Noa has loved volunteering with The Packaged Good, learning about giving back to her community and teaching others about the importance of sharing and caring. BUY YOUR TICKETS TODAY! Please join us for our annual Cocktails for a Cause event on September 26, 2019, celebrating 3 years of doing good. TICKETS DONATE Unable to attend this year's Cocktails for a Cause, but want to show your support? Click the donate button to help. DONATE The Packaged Good [email protected] thepackagedgood.org See what's happening on our social sites: Facebook Twitter LinkedIn Instagram

What is estate planning? What is a trust and how do you establish one? This article explains estate planning vocabulary in simple, easy to understand language. Probate Probate is the state’s legal process for the distribution of your estate after your death. Probate is required if you have any assets when you die and whether or not you have a will. A small estate (less than $100,000) can be processed in three months. Any estate valued at or above $100,000 requires full probat...Continue reading

Estate Planning Services offers comprehensive estate planning services which include the preparation of legal documents such as: Last Wills and Testament Revocable/Living Trusts Irrevocable Trusts... Advance Directives for Health Care Financial Powers of Attorney See more