Blog Posts in October, 2013
Posted on Oct 30, 2013 By Steven R. Owens
Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets and ...
Continue reading "Organize Information for Your Family" »
Posted on Oct 25, 2013 By Steven R. Owens
There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don't ...
Continue reading "Strategies for Those Awkward Financial Discussions" »
Posted on Oct 21, 2013 By Steven R. Owens
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to both your parents (now or in ...
Continue reading "Providing for Your Parents in Your Estate Plan" »
Posted on Oct 18, 2013 By Steven R. Owens
While it is always a good idea for taxpayers to meet with their tax professionals prior to year-end, this year it is more important than ever that our business owner and higher income clients meet ...
Continue reading "Higher Income Earners Need To Meet With Income Tax Professionals Now" »
Posted on Oct 17, 2013 By Steven R. Owens
It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. A true cost comparison should include not only the expense to establish the will or trust, but ...
Continue reading "Why Does a Living Trust Cost More Than a Will?" »
Posted on Oct 9, 2013 By Steven R. Owens
You've made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you've finished your estate planning. But have you, ...
Continue reading "How to Make a Family Meeting A Successful Part of the Estate Planning Process" »