Advance directives can provide instructions for how an individual wishes to have their affairs handled in the event of an untimely contingency.
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Which Filing Status Makes Sense for Me
While choosing a tax filing status may seem straightforward, the decision to file as single, married, married filing separately, or head of a household can become surprisingly difficult,.
Help Protect Your Business with Disability Income Insurance
How long would you be able to cover your personal and business expenses if your income and revenue were to stop suddenly due to a disability?
Important Steps in Preserving Your Estate
Timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones. The key to successful estate preservation is planning. So, don’t put it off. Consider taking these important steps now.
Claiming a Deduction for Your Home Office
If you have an office in your home, you may be able to deduct a portion of the costs of owning and operating your home (including depreciation) as a business expense.
Retiring Business Owners - Plan for Succession
It may be difficult to imagine your eventual transition into retirement. Yet, if you want to build personal financial security and ensure business continuation, it is important to plan ahead.
Liquidity and Your Estate
Liquidity refers to the ability to quickly and easily convert assets into cash without incurring a significant loss. Building liquidity into your estate plan can help to ensure that resources will be available to cover estate settlement costs, as well as any tax due.
Your Tax Strategy: Timing Is Everything
Like your financial strategy, your tax strategy operates in two time frames—now and later. “Now” covers the 12 months of the current tax year, such as income tax preparation and filing.
Catch the Spirit: Start Your Own Business!
One of the cornerstones that helped build America is the opportunity for free enterprise. If you have “caught the spirit,” what are the basic factors and issues to consider that will help you get your business off the ground?
The Many Uses of Trusts
Trusts are legal arrangements that provide direction for how you want certain assets managed, for the benefit of one or more named individuals or groups, both during your lifetime and at death.