July 2022 Newsletter

  1. July 2022 Newsletter

    Happy Times – July, 2022 *|MC:SUBJECT|* *|MC_PREVIEW_TEXT|* THE HAPPY LAWYER TIMES July, 2022 Happy July!  We’re just Chillin and grillin.  Schweizer and Associates is here to dazzle you this month.   Inside this issue: Is Your Child Leaving Home Soon?   Powers of Attorney Facts Planning to Exit Your Business Workbook Include a Family Meeting in […]

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  2. Young Adult Estate Planning

    Old 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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  3. Power of Attorney for Young Adults

    Happy 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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  4. Business Owner Retirement Planning

    A 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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  5. BUSINESS OWNER RETIREMENT PLANNING

    Business 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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  6. Retirement Planning for Business Owners

    Retirement 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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  7. Business Owner Incapacity Planning

    Business 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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  8. Happy Times

    Happy Times, June 2022 *|MC:SUBJECT|* *|MC_PREVIEW_TEXT|* THE HAPPY LAWYER TIMES June 2022 Feel the summer breeze.  Summer is here.  So, sit back and sip your iced beverage.  No need to worry.  Schweizer and Associates has you covered.   Inside this issue: The Critical Importance of Estate Planning for Your Business’ Future Stress Test Your Estate […]

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  9. Retiring From Your Business

    Retiring 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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  10. Beneficiary Mistakes to Avoid

    Beneficiary 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 […]

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