Sometimes the concept of financial planning is considered distinct from the more laborious and esoteric task of estate planning. The financial plan …
Personal liability exposure is an important planning consideration. A person should be able to identify potential risks and assess means to mitigate …
Conventional financial wisdom suggests that the first thing a person should do after building the three to six month rainy-day fund is …
Property owned by a spouse does not automatically transfer to the surviving spouse at death. Instead, something more is needed in the …
If you are a business owner that: (1) is looking towards succession planning and the option of selling your interest in a …
At death, there is a little-known tax benefit that the federal government provides. It is an adjustment to tax basis and it …
If a person proposes to sell real property (land, house, buildings, etc.), the best option is to receive a full cash offer. …
An entrepreneur has an idea…a vision…a way to make money…a niche to fill. She has the know-how, she has the connections, she …
Every plan for retirement is different and every person has different dreams for his or her post-work life. Whatever dream you have …
