3 Financial Things To Do Right Now Before March 1st of The New Year
Here is my Top 3 to do list for the new year. 1) BUY/REVIEW YOUR LIFE INSURANCE. Do you have children and/or a spouse who depend on your...
The Gift Tax
Most of us will never face taxes related to money or assets we give away, but for some it's important to understand how the Gift Tax...
5 Estate Planning Mistakes to Avoid
Too many people make these common estate planning errors. 1. Many affluent professionals and business owners put estate planning on hold....
Getting Married? Here are Some Good Financial Steps to Take
If you’re going to say “I do,” here are some things you might want to do. Are you marrying soon? Have you recently married? As you begin...
The Cross Purchase Business Buy Sell Agreement
Do you have a plan for sustaining the business you worked hard to build after your death? Business owners are builders. They spend their...
Joint Tenants with Full Right of Survivorship: The Poor Man's WILL or The Poor Man's TRAP?
Joint tenancy is considered by many people as a valid reason for not having a Will or a Trust. The reason being is if everything is held...
What is Estate Planning and Why You Need To Do It.
First let's define an Estate and Estate Planning. An Estate is the total property, real and personal, owned by an individual prior to...
