We have had some challenging years. Many people are stretched to their limits not only in finances but in taking care of others and trying to not only help, but to handle their own issues. There has been an increase of Probate Cases, which…
Finisher (noun) one who finishes, puts an end to, completes, or perfects; esp. used in the trades, as in hatting, weaving, etc., for the workman who gives a finishing touch to the work, or any part of it, and brings it to perfection. In…
Exit Planning should be talked about from the beginning. The main issues I am seeing is that Business Owners books and Tax Returns do not correctly reflect the true picture. The Business Owner needs to know their Tax Basis, the value of their investment,…
ONE SIZE FITS ALL solutions are usually not good for People with wealth & small businesses. Last year, prior to the Pandemic, I wanted to see how an Older Attorney was operating & how he conducted his seminars. It was a Blizzard and I…
Are you looking into the future with your focus in mind? A Plan helps you dream & create measurable goals. Your Business is your biggest investment of time & money. Business Owners should have the following in place: 1. Use an Accounting program that…
Getting the information ready for the initial phone call will help you use your initial consultation in the best way. This initial meeting can set out the timeline and goal; provide a strategy and help you to know the steps you will be taking…
A Power of Attorney is used when a person designates someone to act on their behalf, which can be immediately or at a designated event (this is a Springing POA). You need to make sure that it is Durable, meaning if you are not…
Many Owners will be selling their businesses in this next year. Many of these owners will need to finance these transactions because they did not plan for the Sale of their Business, and a Bank will not provide full financing for the sale.…
You Just Have to See Them and Work Through Them Most of my clients come to me with something in mind they want to accomplish or a problem at hand that needs attention. Sometimes they need the advocate, and other times they need the…