Primary Considerations About How to Set Up a Trust?

There will come a time when you are no longer able to oversee your wealth. Whether that occurs as a result of death or disability remains to be seen. But at that critical juncture, it will be imperative that you have created a trust that provides details about how your wealth will be distributed and […]

What Happens When I Don’t Have a Will

Even if you’re meticulous about financial planning, you may be putting off writing a will until the later years of your life. However, your family members may find themselves entangled in a legal morass without warning if you or your spouse pass away unexpectedly. There are some potentially negative complications for sorting out your estate […]

How Do I Make Changes to My Will?

If you are like most, you hope that your family will honor your wishes after you pass. That includes following any instructions to leave behind regarding your estate. In an ever-changing world, some circumstances may arise where you need to make room in your life for a new grandchild or treasured non-profit organization. You may […]

Your Business: Annual Reporting vs. Quarterly Reporting

Public agencies must inform the public about its activities. This “accounting” includes expenditures and activities. This includes future activities. The information included should not be “washed.” It should include the good and bad about the company. Not only does a report advise the public what the company is doing, but it also forces the company […]

Staying Financially Organized During Your Busy Season

No matter what type of business you have, you probably have a busy season. For accountants, it’s tax time. For auto technicians, it’s usually during and after tax time when people have returns to put into repairs. Dealerships and retail establishments might see a busy season around or during tax time and again from just […]

Start Income Taxation Planning Now

Many people and business owners make the mistake of starting to plan for taxes in November or December each year. By then, you will need to scramble to take advantage of some types of tax benefits, or they may not be available to you any longer at all. Starting the planning process now can help […]

Things to Consider When Creating a Living Will

If you are injured in an accident or you suffer from a potentially terminal illness, you may be thinking about how you would be able to transmit your wishes about your health care should you become incapacitated. You can put your desires in a legally binding document called a living will. This document, shared with […]

3 Steps for Flawless Estate Planning

Everyone’s personal and financial estate plan is different. That is what makes the entire process so challenging, demanding, and even stressful. Thankfully, this sometimes-unpleasant task can be a lot easier if you have the help of an experienced and knowledgeable attorney.

These three steps can help you get the process started, and your estate planning lawyer […]

Navigating Tax Season

With the many responsibilities that you must take care of as a small business owner, filing your taxes can become very time-consuming and overwhelming. There are many important steps that you must follow, requirements you must meet and documents you must find before you can complete your taxes. Keep yourself from getting too overwhelmed by […]

Benefits of a Tax Attorney

As a small business owner, it’s important to keep in mind that taxation is one area of your business practice that leaves no room for error. While most people are worried about the threat of additional taxes, penalties and interest charges, these are really just the tip of the iceberg when it comes to tax-related […]