Tips

Sunday, March 3, 2019

Tax Savings Strategies to Implement NOW to Lower Your 2019 Tax Bill

Ahhh… Tax Season...  If you’re like many people, you may have filed an extension for your 2018 federal tax return, so take a look and see if any of these tips might apply to last year. Otherwise, be sure to make the most out of these ideas for your 2019 tax planning!


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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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Thursday, November 22, 2018

3 Steps to Prepare your Children for an Inheritance

How do you prepare your children to receive an inheritance?  What can you do now to make them better money managers?  Passing your legacy to your children requires acknowledgement of family values and fiscal preparation, early on.  


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Monday, October 29, 2018

Places That Will Take Care of Your Pet If Something Happens to You (via Everplans)

It’s currently estimated that only 9% of people with Wills include provisions for their cats, dogs, or exotic birds. And unless you already have a sibling or friend who’s explicitly pledged to look after Pawudrey Hepburn, that could leave your pet in limbo if something serious happens to you.

by Kristin Hunt, Everplans | 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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Wednesday, September 12, 2018

What Is Probate?

Understanding the Probate process emphasizes that proper estate planning is vital!  This week, we give you an introduction to Probate, what it is and what it entails.  


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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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Tuesday, May 22, 2018

Celebrity Estate Planning Mistakes (What NOT to Do)

For this week, we are diving into the realm of entertainment, sharing some celebrity estate planning horror stories!


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