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 arrangement only rich people need to plan who...
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 of business entity provides structure and a framework for...
Business succession – what happens to your business once you no longer choose to or are able to run it – is one of the most important and often overlooked issues small business owners face. As you launch your...
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 retirement – even if it is decades into the...
A Personal Financial Specialist, or PFS, is an individual who is highly qualified to offer advice on a variety of financial issues and has earned the PFS credential from the American Institute of Certified Public Accountants. He or she...
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 year: Healthcare Everyone has been talking about it, but it still...
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 time, which is why it is important to plan...
Every year changes are made to the tax law that affect the way you manage your money throughout the year and how you file your tax return in the new calendar year. As soon as you are comfortable with...
Personal Tax and Financial Planning 2014 – 2015: What You Can Do Now to Save Money Now If you are like most people, you experience an end-of-year rush that leaves you feeling exhausted and frustrated. Tax and financial planning is...
Estate planners are often asked whether trusts are only for the wealthy. Though it is not necessary for some people of modest means to establish a trust, it can be a useful estate planning tool, even if you are...