You should always work with a lawyer when setting up a trust. A poorly created trust can be confusing, expensive, and/or ineffective. The trouble with do-it-yourself planning is that even…
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Despite the variety of labels applied to them, all trusts are basically arrangements to hold and control property for the benefit of other people. To the layperson, trusts can appear…
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From a simple standpoint, many people initially think of an estate plan as having a will. On the more complicated end, some think of an estate plan as an elaborate…
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Starting a new business is exciting, but it requires many important decisions. One of the earliest and most crucial decisions is what type of business entity to form. Your choice…
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Business succession planning; what happens to your business once you no longer run it is one of the most important yet often overlooked issues small business owners face. Business succession –…
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It is never too early to begin retirement planning. Unfortunately, many people put it off. If you are wondering what you can do now to ensure you are set for…
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Working with a PFS helps you put your current earnings, your projected earnings, and your long-term outlook into proper perspective. A Personal Financial Specialist, or PFS, is an individual who…
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Each year there are changes to the tax code that affect your tax return, and 2015 is no different. Here are the changes to be aware of for the coming…
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Estate planning puts your mind at ease and makes things easier for your loved ones once you are gone. Nobody can predict the future and emergencies can occur at any…
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Working with an experienced tax attorney makes it easier dealing with the ever-changing Federal & State tax situation Every year changes are made to the tax law that affect the…
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