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Five Ways That a Business Plan May Get You From Idea to Reality
Starting a business is exciting -- but it may also be exhausting and a little bit scary. You might know what type of business you'd love to start, but getting that concept going and turning your idea into an actual business takes a...
Read MoreLife After Law: A Lawyer's Guide to Retirement Planning
The Altman Weil Flash Survey on Lawyer Retirement found that about half of all major U.S. law firms have mandatory retirement policies, yet 29% of attorneys surveyed plan to continue working in some capacity after retirement and 4%...
Read MoreAll You Need To Know About Trusts
Set up trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs. Simply put: A trust is a legal arrangement in which a certain amount of property or assets is held by a person or entity (e.g. a...
Read MoreBusiness Succession Planning
When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you...
Read MoreHow a Financial Professional May Be Your Valuable Business Advisor
Small businesses have new reasons to consider the value of financial planning in working towards their business goals. Many owners are "bandonneurs" (a French word for "jack of all trades") who may successfully wear many hats, but...
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October is the Time to Start Your Tax Planning
Tips to embrace the spirt of fall to get a jumpstart on your tax planning The fragrance of pumpkin spice is in the air, leaves are transforming into a brilliant display of reds and golds, and festive preparations are underway. Fall is...
Read MoreTurning Profits Into Wealth: A Guide for High-Earning Business Owners
Growing a business is impressive, but it takes more than just turning a profit to build wealth: It requires a mind shift from short-term gains to long-term prosperity. A business owner must focus on the company's financial confidence...
Read More3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced.
Read MoreTax Deductions You Won't Believe
While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity.
Read MoreHow Income Taxes Work
As complex as the details of taxes can be, the income tax process is fairly straightforward. However, the majority of Americans would rather not spend time with the process, which explains why almost half hire a tax professional.
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