Yearly Archives: 2020

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We Recognize Veterans Day by Helping Veterans In Need

Please join us in recognizing Veterans Day by helping our veterans in need. Your generous donation will help veterans through the Wounded Warriors Project.   Your generous, tax-deductible donation to Wounded Warrior Project® (WWP) will change the lives of over 1 million injured warriors, caregivers, and family members. You will help bring independence back to our

By |2020-11-11T17:05:28+00:00November 11th, 2020|Family, Philanthropy|Comments Off on We Recognize Veterans Day by Helping Veterans In Need

You Need a Cohesive Wealth Management Team

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants-especially the complex ones-can feel like searching

By |2020-11-09T18:12:52+00:00November 9th, 2020|Financial Planning, Professional Advisors|Comments Off on You Need a Cohesive Wealth Management Team

How Do You Think the Presidential Election Will Impact Your Business in Real Estate?

Today is November 6, 2020, three days post-Election Day. Like all of you, we anxiously wait as the results continue to be tallied in key states. Whatever your politics may be, we hope you're all managing your stress from Election Fatigue. How do you think the Presidential Election will impact your business in real estate?

By |2020-11-06T17:38:00+00:00November 6th, 2020|1031 Exchanges, Asset Protection, Business Tips, Real Estate, Tax Planning|Comments Off on How Do You Think the Presidential Election Will Impact Your Business in Real Estate?

Happy 10/31 Day

Support the Retention of 1031 Exchanges   Tell your elected officials how 1031 Exchanges have benefited you, your business, and your community. Since 1921 1031 Exchanges have been a vital part of the U.S. Tax Policy. Oppose the proposals to eliminate IRC section 1031 Exchanges in the law's present form.   Talk to Congress Today

By |2020-10-28T15:00:48+00:00October 28th, 2020|1031 Exchanges, Asset Protection, Tax Planning|Comments Off on Happy 10/31 Day

Best Practices for Successfully Working from Home

The number of at-home workers has skyrocketed this year as the novel Corona Virus caused companies across the country to temporarily lock their doors. As a result, some business experts are suggesting that remote working-already a well-established trend-will become an increasingly common way for many companies and their employees to get the job done. If

By |2020-10-22T20:09:53+00:00October 22nd, 2020|Business Tips, Lifestyle|Comments Off on Best Practices for Successfully Working from Home

Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be

By |2020-10-22T20:11:37+00:00September 21st, 2020|Asset Protection, Estate Planning, Financial Planning, Wealth, Wills and Trusts|Comments Off on Choosing an Executor for Your Estate

Buy Experiences, Not Stuff. Here’s Why.

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending habits don’t spark joy. The

By |2020-10-22T20:12:34+00:00August 26th, 2020|Health, Lifestyle|Comments Off on Buy Experiences, Not Stuff. Here’s Why.

Five Big Mistakes Executors Make…and How to Avoid Them

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set-up to do your job

By |2020-10-22T20:13:08+00:00July 28th, 2020|Asset Protection, Estate Planning, Family|Comments Off on Five Big Mistakes Executors Make…and How to Avoid Them

Smart Ways to Take Control of a Trust

Many successful families use Trust’s to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set-up a Trust, or you may hold an inheritance you received in a Trust that was created decades ago. Trouble is, too many families relinquish more control over their Trust’s than they need to,

By |2020-10-22T20:14:27+00:00July 28th, 2020|Asset Protection, Irrevocable Trusts, Wills and Trusts|Comments Off on Smart Ways to Take Control of a Trust

Wills and Trust’s

The Foundations of Your Rock-Solid Estate Plan   For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now-health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your assets so

By |2020-10-22T20:15:18+00:00July 23rd, 2020|Estate Planning, Wills and Trusts|Comments Off on Wills and Trust’s
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