5 Estate Planning documents Everyone Needs
There are certain estate planning documents everyone should have, regardless of their age, stage of life, or net worth.
estate planning
2022 Year-End Financial Planning Checklist
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
7 End-of-Year Tax Planning Tips for Small Business Owners
To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider these end-of-year tax planning tips for 2022.
5 Estate Planning Moves to Make Before Selling Your Small Business
It’s crucial as a business owner to identify opportunities and minimize risks when selling your small business. In this article, we’re sharing five estate planning tips for business owners to consider before exiting your small business.
Fair vs. Equal: Distributing Ownership of the Family Business
When planning their estate, many parents choose to simply divide their assets equally among their children. But distributing ownership of the family business poses a significant challenge.
Episode 23: 12 Days of Financial Planning
Brett shares 12 potential ways to reduce your year-end tax bill and set yourself up for financial success in the new year.