I just did a "talk" to a group of business people this morning and handed out "Business Owner Blues" and "Common Estate Blunders." It was nice to have something other than my card to leave behind and they went over well. I printed those pamphlets on my desktop color laser printer and they reproduced quite well. I did about 50 of each. One thing I did notice is that the paper one uses makes a big difference. I used a 28-lb stock which is a little heaver than the 20 or 24 lb we usually use. I think you could go even heavier and get a better looking pamphlet right from your own printer.
- BLENDED FAMILY BASICS
If you are a blended family member, then you are in good company. Blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current divorce statistics and trends.
- BUSINESS OWNER BLUES
Being a business owner today is both rewarding and challenging, especially if your business is a family business. For business owners facing the unique challenge of transferring ownership of the family business upon retirement, disability or death, a properly funded Buy-Sell Agreement may be the key to survival.
- COMMON ESTATE BLUNDERS
Proper estate planning is not just for the rich and famous. Surprisingly, however, that is a common misconception. Every adult American has an estate worth planning, regardless of their net worth.
- ELDER LAW 101
Good news, bad news.
The good news is that Americans are living longer than ever. The bad news is that we eventually wear out physically, mentally or both. It is a classic Catch-22.
- ESTATE PLANNING 101
Unfortunately, confusion and myth abound when it comes to "estate planning." Perhaps that is why so few people actually get around to making such plans at all.
- PLANNING FOR MINOR CHILDREN
It is an unfortunate fact of life: airplanes plummet, trains derail, ships sink and automobiles crash. Sometimes there are survivors, sometimes there are no survivors. What is left when a tragedy claims both parents of minor children? Orphans and assets.
- QRP TAX TRAPS
Qualified Retirement Plans (QRPs) present some of the most complicated tax and non-tax planning challenges of any asset in an estate, especially for married couples. The failure to make proper Life & Estate Plans for your QRP can unnecessarily enrich the IRS and disinherit loved ones.
- SUCCESSFUL CONCLUSIONS
Estate Planning is a Lifetime Process, not a one-time event. Though estate administration is the final stage in the process, a successful conclusion is dependent on proper completion of each of the preceding stages.
- VOLUNTARY PHILANTHROPY
Many taxpaying Americans are involuntary philanthropists because they fail to maximize the tax incentives available under the Internal Revenue Code to become voluntary philanthropists in support of the charities of their own choosing.
- WOMEN & THE LAW
Traditionally, women have been the nurturers in our society. This is especially true in the context of family relationships. Depending on how family is defined for her, a woman may care for a husband, children, pets, parents or even in-laws. Amidst all of her caring for others, however, too many women overlook important legal and financial matters.
- Pet Trusts 101
Do any of your friends have feathers, fins or fur? What would happen to them if you were no longer around? Although it cannot replace you, a Pet Trust can provide your friends with love and care for the rest of their lives.
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