Why Every Business Owner Needs An Exit Plan!
Jun 27, 2012
Business owners work hard to build their businesses and care for their families. While
business owners and their families come from varying backgrounds, vocations, and personalities, they have much in...
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Lena’s Six-Step Estate Plan Action Plan:
May 20, 2010
Now that you understandthe wisdom and benefits of estate planing, what do you do now?Follow Lena's Six Step Estate Plan Action Plan to establish and maintain your plan.
1. Write down your objectives. ...
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SIX IMPORTANT ESTATE PLANNING POINTS
May 20, 2010
Planning Point Number One: Title: You Can't Plan What You Don't Own
Estate planning begins with knowing how property is titled. Most clients are shocked to find that they have lost control of most of ...
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How Should You Select Your Estate Attorney?
May 20, 2010
The selection of your estate attorney is a critical one. Remember that your attorney will be dealing with the most important aspects of personal and financial lives.
Estate planning is the follow thro...
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Roth Conversions: What You Need To Know Beyond the Numbers!
May 20, 2010
Overview: Roth IRAs have been popular since their inception in 1997. All withdrawals are tax free five years after the first contribution or conversion, if the account owner is 59 1/2 or older, has die...
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Going to the Dogs: New Opportunities in Estate Planning for Pets
May 20, 2010
In 2009 we witnessed the arrival of "TFDOTUS," The First Dog of the United States, Bo Obama. Bow Wow! More importantly for our purposes, on April 14, 2009, Governor O'Malley signed into law HB 149 whic...
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Powerful Opportunities to Plan With Retirement Plan Trusts
May 20, 2010
The primary benefit of an IRA is its internal tax-deferred growth. The longer you stretchout this tax-free growth, the greater the benefit. Required minimum distributions (RMDs) from IRAs start the yea...
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