Tax & IRS

Plan Ahead

September 6, 2011 Elizabeth Fullington 0

Do you trust the government enough… to do your estate planning? Lindsay Lohan in (and out of and back in) rehab, Charlie Sheen’s party life, the economy on the upswing, the economy on the downturn… […]

Estate Planning

Trusts Are Not One-Size-Fits-All

March 16, 2010 Renee Edgcomb 0

I often hear two misconceptions regarding trusts. First, many people believe that because their net worth is under $2,000,000 (the applicable exclusion amount in 2008), their estate plan does not require a trust. Second, many […]

Succession Planning

Why Every Business Needs A Will

March 3, 2010 Erin Hollis 0

Over 90 percent of the businesses in the United States are closely held (nonpublic). More than two-thirds of those are family owned and controlled. Unfortunately, approximately 70 percent of them will not survive past the […]

Estate Planning

Planning Your Estate

March 2, 2010 Tito DeLeon 0

As a tax consultant, I have personally met with hundreds of business owners throughout the United States, from all walks of life, engaged  in a wide variety of industries. While the differences between individual business […]