Sharing Your Digital Assets
Unsure how to properly store and share your digital assets? Check out a few ideas and tools that might help.
Measuring Your Emotional IQ is the Key to Successful Ownership Transitions
With more than 60 percent of privately-held businesses owned by those in their sixties and older, transition is a reality. It requires proper planning and action from owners who are rarely prepared for the emotional impact that transition brings.
Three Liability Planning Tips for Physicians Anyone Can Use
Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability. It’s not [...]
The SECURE Act Not So Secure…
Note: This article was updated on 02/13/2020 to account for January 2020 legislation changes and more current information. What is the SECURE Act? [...]
Take Advantage of Opportunities Now!
The past few years have certainly been challenging from the standpoint of planning for taxes. Because of this, many feel that they should [...]
The Roths are coming, The Roths are coming
Roth Conversions. The question is, ‘Should you do it?’ That demands a typical lawyer’s answer…..It depends. Why is the Roth so attractive? The [...]
Prince’s Estate Could Have Benefitted from Proper Planning
Don't make the same mistake so many celebrities, like Prince, have made. Micahmedia at en.wikipedia [CC BY-SA 3.0 or GFDL], via Wikimedia [...]
“Get Down To Business” with Shalom Klein
Tune in to this segment of "Get Down to Business" with Shalom Klein on AM560. Starting at the 40-minute mark, Michael discusses [...]
It All Goes To? Take Another Look at Beneficiary Designations
By Jeffrey Steele Financial advisor Gregory DeJong recalls once making small talk over the kitchen table with a woman while her husband went [...]
With the New Tax Law, Do I Still Have to Plan?
By now you’ve heard that Congress has acted to change the tax law. Tax rates were lowered and Federal estate tax exemptions were [...]