Monthly Archives: March 2015

30 Mar

Legislative Concerns for Special Needs Planning

Parents must often consider how best to plan for their special needs child. They must ensure that their loved one will always have a place to live, as well as future financial stability. In essence, parents must find a way to provide for the unique needs of their child at their death. This requires a

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24 Mar

Quick Tips to Prevent Senior Scams

Scammers and hackers are constantly targeting seniors; every year, they use more sophisticated technology to steal our personal information. The scariest attack uses voice modulation software; the criminals have a friendly but recorded conversation with anyone, such as your Pastor. Then they use that conversation to create a false conversation—then you get a call you’re

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16 Mar

The Advantages of Planning with Revocable Trusts

There are many reasons why using a revocable trust-based plan may be more advantageous than planning with a last will and testament to distribute your estate at your death. Revocable trusts provide families with privacy at death. Unlike a will, a trust is not public record. Instead, trusts are private contracts that can act as

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02 Mar

Selecting the Business Entity that’s Right for You

When forming a business, most people wish to protect their personal assets from all potential business-related liability. There are several different options from which to choose when selecting the best entity for your particular situation: consider a C-Corporation, a subchapter S corporation and there is also a PC (Professional Corporation); a Limited Liability Company (LLC)

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