July - 2018

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Avoid These Common, Expensive Mistakes - Part One

How to Leave Assets to Minor Children Most parents want to make sure their children are provided for in the event something happens to...

Give Your Employees the Business - Business Owner Series - Part IV of IV

Retiring from your business can a tough decision. To ensure that what you have built continues on, there needs to be a plan for...

Why Not Create Your Own Estate Planning Documents?

There are many software programs, as well as websites, that sell do-it-yourself estate planning documents. These websites and form tools...

Retirement Planning for Business Owners - Business Owner Series Part III of IV

We all know there are differences between employer and employee. Well, have you ever considered how those differences impact retirement...

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Baby boomers - we are the first generation tasked with the responsibility of planning for and funding their golden years. This...

Passing Along a Benefit, Not a Burden - Business Owner Series Part II of IV

Incapacity planning for business owners is an indispensable component of your plan. Most business owners have their estate planning...

Tax Cuts and Jobs Act Planning Window is Now!

Like all things, tax laws are constantly changing. Together, we need to respond quickly and strategically to the new developments in the...

Building an Enduring Business: What's Your Endgame? Business Owner Series Part I of IV

The entrepreneurial life is profoundly demanding. In theory, the idea of “being your own boss” sounds empowering. In practice, running a...

Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning

Before I begin, Happy Birthday to my first love, my beautiful and wonderful mom, Iris Newman! Love you with all my heart and soul! Keep...

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