Organization

Tuesday, May 7, 2019

4 Estate Planning Myths That Refuse To Die (via Forbes)

Great article that covers common estate planning myths (that we hear about all the time)...

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Monday, April 1, 2019

Spring Cleaning: Helpful Tools for Organization!

Spring has sprung! As our lives become busier, we tend to place organization on the lower end of the priority list.  Since Spring is the season of fresh starts, this is a great time to revisit the things you have been putting off and incorporate some tools to help you stay organized!

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Wednesday, March 13, 2019

Should I Do My Estate Planning Online???

The worldwide web has provided us with great opportunity to be more independent as consumers. However, as convenient it may seem, you might want to think twice before creating an estate plan online!

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Monday, January 7, 2019

Buying vs. Renting Commercial Real Estate: What Are The Tax Benefits? (via Allfilters.com / Forbes)

Tax Fun for Business Owners!  A common dilemma that many business owners face is whether to own or rent a business property...

By: Shu Saito, CEO, Allfilters.com - Forbes, YEC CommunityVoice, Link


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Wednesday, December 12, 2018

Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan

Ashlea Ebeling with Forbes discusses what you need to know about some of the recent changes to federal tax law. 


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Monday, November 19, 2018

The Thanksgiving Table Is The Perfect Forum To Discuss Estate Planning (via Above the Law)

In addition to expressing thanks for all that you have in this world, take the opportunity, while your loved ones are relegated to one table, to discuss, or at least investigate, the following topics that will surely give them pumpkin to talk about.

By Cori A. Robinson, Esq., Above The Law | Link to original article here.


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Thursday, October 18, 2018

4 Vital Considerations for Incorporating Cryptocurrency into your Estate Plan

Cryptocurrency is the latest financial innovation for exchanging assets.  What is it?  How is it acquired?  Can you incorporate into your estate plan?  


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Wednesday, October 3, 2018

The Complete 35-Step Guide For Entrepreneurs Starting A Business (via Forbes)

Starting a business entails understanding and dealing with many issues—legal, financing, sales and marketing, intellectual property protection, liability protection, human resources, and more. But interest in entrepreneurship is at an all-time high. And there have been spectacular success stories of early stage startups growing to be multi-billion-dollar companies, such as Uber, Facebook, WhatsApp, Airbnb, and many others.

by Richard Harroch, Forbes . . .Read the full Article here.



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Monday, October 1, 2018

How to Find the Right Legacy Planning Attorney for You + Your Family

Are you thinking about creating an estate plan or restating your existing plan?  Are you trying to find where to start and who to represent you in assisting with this?  This week, we discuss how you can find the right legacy planner for you.  


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Monday, August 6, 2018

PART #1 | Back-to-School Checklist: A Reminder to Reassess your Financial Planning...

Back-to-school season is all about fresh starts!  Inspired by the importance of preparation in starting a new school year, we have provided a two-part checklist that will help you and your family prepare for the future!

Read more for Part 1!


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