After planning for the protection of your assets and your medical wishes, there are a few other items to consider when finalizing your estate plans. These items will ensure your wishes are followed. And for a small investment of time… Read More
Now that we have discussed some of the ways to both protect your assets and your loved ones with a will and living trust, let’s take a look at how you want to be taken care of if you become… Read More
One of our clients wanted to buy a second home. We worked across state lines to find a mortgage company to finance the purchase, and served as the liaison between our client, the realtor and the bank. We even signed… Read More
One of the hottest deductions relating to “green incentives”, the 179d deduction, might become a tax credit soon. As part of his FY 2013 federal budget, President Obama suggests modifying the existing energy efficient commercial building deduction (Section 179d of… Read More
When people hear the words “estate planning”, they often think it only applies to the rich and famous or those who have the potential of a taxable estate. This is a common misconception.
Everyone, regardless of their net worth, needs… Read More