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Young Adult Estate Planning
Read moreOld Enough to Vote? Old Enough to do Estate Planning If you are a young adult, you need estate planning. Yes, I am talking to you, high school graduate. You see, when you turned eighteen, you became an adult. And as an adult, you are now responsible for making your own decisions. So, you need […]
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Power of Attorney for Young Adults
Read moreHappy 18th Birthday! Now What? Congratulations! You are now considered a legal adult. Aside from purchasing alcohol, there is now very little you cannot legally do. Even though you may not feel any different, from a legal standpoint, a lot has changed. And one of those is that you need a power of attorney for […]
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Business Owner Retirement Planning
Read moreA Retirement Workbook for Business Owners Are you a business owner? Are you planning on exiting your business one day? Perhaps you are planning on retiring. If you are, then you need to figure out what is going to happen to your business when you are not there. Will you sell the business to a […]
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BUSINESS OWNER RETIREMENT PLANNING
Read moreBusiness Owner Retirement Planning What Every Business Owner Needs to Know Are you business owner? Do you know what will happen to your business when you retire? When you become disabled? Or when you die? You need business owner retirement planning in place. In this month’s webinar, Kristen Mackintosh, The Happy Lawyer talks about the […]
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Retirement Planning for Business Owners
Read moreRetirement Planning for Business Owners Yes, if you own a business, you need to look into retirement planning for business owners. For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan. And, perhaps opening an IRA for some extra savings. But, when you’re the owner of a […]
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Business Owner Incapacity Planning
Read moreBusiness Owner Incapacity Planning Passing Along a Benefit, Not a Burden Why is incapacity planning for business owners an indispensable component of your business and estate plan? Most business owners have their estate planning prepared because they are worried about what will happen to their business after they are dead. However, have you ever thought […]
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Retiring From Your Business
Read moreRetiring From Your Business Retiring from your business can a tough decision. To ensure that what you have built continues on, you need a plan for succession. For some people, they have spent years grooming a child or other family member to take over, wanting the business to stay in the family. Others look to […]
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Beneficiary Mistakes to Avoid
Read moreBeneficiary Mistakes to Avoid The odds are that you have a beneficiary. Beneficiaries are common designations in retirement accounts, wills, and trusts. A beneficiary is an individual (or legal entity) who receives something from you at your death. A beneficiary may receive the proceeds from a financial product when the owner passes away. What begins […]