Blog Posts in September, 2016

  • What Should You Be Doing With Your Tax Refund This Year?

    || 30-Sep-2016

    Approximately three out of four taxpayers receive a refund each year. And most people are surprised to learn how sizable that refund actually is. In the coming weeks, taxpayers will have to decide what to do with their refund. A recent National Retail Federation survey found that approximately one in 10 taxpayers plan to use their refund to invest in a major purchase, and nearly 15 percent will ...
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  • What Planning Could Prince Have Done?

    || 29-Sep-2016

    The recent death of Prince is an unfortunate lesson for us all. You are probably wondering if estate planning is for you. Your estate is comprised of everything that you own. If you would prefer your assets and personal belongings to go to whom you want, then I urge you read the information I have placed below. I gave a talk at a luncheon recently about the demise of Prince and how not having a ...
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  • The Benefits of Business Succession Planning

    || 27-Sep-2016

    Your business was built by years of hard work and long hours, and it's probably one of your most valuable assets. An asset that you will want to be in control of how it is transferred and to whom. Selecting the right successor may be easy for some, but not so easy for others. Sometimes the logical choice is to sell the business outright, while other times a business is a legacy that a business ...
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  • Are You Considering Estate Planning?

    || 16-Sep-2016

    Are you wondering if estate planning would benefit you and your loved ones? Whether you know it or not, you have an estate. Your estate is comprised of everything that you own and this includes your vehicles, your home, investment property, your business, personal belongings, jewelry, collectibles, investments, bank accounts, and just about anything you can put a price tag on. If you would prefer ...
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