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SML Planning Minute shares concise and entertaining financial ideas, for individuals, families, and business owners.... more
FAQs about SML Planning Minute:How many episodes does SML Planning Minute have?The podcast currently has 341 episodes available.
March 09, 2021Business Owners: Beware of an Involuntary Partial Plan Termination Due to COVID-192020 was undoubtedly a very difficult year for many small-business owners struggling to keep their businesses afloat while their businesses were forced to close or limit operations as a result of government mandates attempting to slow or stop the spread of the coronavirus....more8minPlay
March 02, 2021Estate Tax Planning Strategies in a Low Interest Rate Environment Part 2The continuing low interest rate environment makes certain estate tax planning strategies—such as GRATs, CLATs, IDGTs and intra-family loans—more efficient for wealthy individuals and families to consider for minimizing or avoiding estate taxes....more8minPlay
February 23, 2021Life Insurance to Insure Your LoveWhen it comes to life insurance, for most families the primary motivation for purchasing the insurance is simply because of love....more9minPlay
February 16, 2021Estate Tax Planning Strategies in a Low Interest Rate Environment Part 1 ...more10minPlay
February 02, 2021Don’t Forget Facebook, iCloud, Gmail, LinkedIn and Your Other Digital Assets in Your PlanningMost, if not all of us, own several forms of digital assets in the form of online accounts. These assets must be included in your estate plan. Failure to do so may result in the loss of financial value or sentimental and legacy value....more10minPlay
January 26, 2021Why Should 401(k) Plan Sponsors Start Tracking Part-Time Employees’ HoursDid you know that as of January 1, many employers are required to track the hours of their part-time employees? Find out why here....more18minPlay
FAQs about SML Planning Minute:How many episodes does SML Planning Minute have?The podcast currently has 341 episodes available.