Estate planning allows us to avoid legal questions that arise when anyone is incapacitated or dies. Questions about finances, property, guardianship for minors, tax implications of selling property, business transfers, medical/health care considerations, funeral plans and more. Decisions made and implemented today may be modified over time, allowing flexibility over time for changes you desire. Whether […]
Taxes are in the news of late. There is one particular tax that gets a lot of press – the “estate tax”. Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life. Taxes come
What is the “Estate Tax”? Read More »
Brene Brown is a remarkable person. Her studies have taken her down paths of understanding of human nature. It was a reminder today as I participated in a conference that featured her short video segment outlining “empathy vs. sympathy”. This short segment serves as a reminder during those “life moments” when we are unclear how
Empathy vs. Sympathy Read More »
We rely on schedules in daily life. The busier we get, the juggling between activities occurs naturally, living a life of its own?! Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do. Think stimulus/response … Auto-pilot can be helpful – the less we have to think,
If you were away from work Read More »
Providing perspective from experts is a monthly feature on our Blog. We work with professionals across industries from accounting to taxes, from legal to medical, from financial to insurance. These professionals provide we “laypeople” with the tools and resources to make informed decisions about what is needed for us, today and into the future. It
Advisory Perspective Series – Hawley Woods Gray Read More »
Did you know that September is “Passport Awareness Month”? I uncovered this fact while reading from the US Department of State website recently. This awareness campaign was formed to educate and inform travelers about upcoming changes to travel identification requirements for domestic flights. As someone who has had a valid passport for 30+ years, the
Passport Awareness Read More »
We’ve seen much over the past weeks that lend consideration to “expecting the unexpected”. Situations beyond our control stretch us beyond our comfort zones. We are faced with unfamiliar circumstances and see the best in people/humanity or are stunned by dismal reactions. How might we be ready to be ready? Let’s start small. IF we
Practice makes Perfect Read More »
Companies have been impacted by outside hackers more frequently than we would like. Notable breaches into Yahoo, Adobe, Target, Anthem Insurance, and the US Office of Personnel Management have resulted in our personal data being stolen. Identity theft is a nightmare. Thieves who pose as you open new credit accounts, file phony tax returns, buy
Hacked? What can you do? Read More »
September, here we come! Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create. Professionals are trained in their areas of expertise.
Advisory Perspective Series – Theresa Klass Read More »
It is humbling to watch the power of a hurricane. This weekend, we see evidence of this with Hurricane Harvey in Texas. This hurricane grew to a Cat 4 as it slammed into the east Texas coast. It’s continuing impact is reeking havoc due to the deluge of rain and continuing winds. Watching the coverage
Starting from Scratch Read More »
