Estate Planning, Wills, Probate and Transfer of Assets

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Estate Planning, Wills, Probate and Transfer of Assets

Estate Planning, Wills, Probate and Transfer of Assets

A will allows the testator (the person creating the will) to specify:

  • Who receives property at the testator’s death
  • Whether beneficiaries receive gifts outright or in trust
  • Who will act as personal representative
  • Who will be the guardian of minor children

In the absence of a will, these matters are settled by state law.

Learn more by clicking on the “Download Article” button.

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Financial Planning Guide for 2018

Financial Planning Guide

Financial Planning comes in many forms – Budgeting, Saving, Investing and Understanding the Tax Implications of the various strategies.  Learn more by clicking on the “Download Article” button.

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Record Keeping Ideas for Tax Purposes

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Mileage and Expense Logs

Mileage and Expense Log for 2017
When are Transportation Expenses Deductible? Most employees and self-employed taxpayers can follow straightforward guidelines.  Find out more about what qualifies and doesn’t qualify by clicking on “Download Article” button.

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Business Expenses Worksheet

Business Expenses
Worksheet – 2017

 

Check out our Business Expenses Worksheet for 2017 by clicking on the “Download Article” button below.

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Business Financing Don't Intermingle Funds

Business Financing – Don’t Intermingle Funds!

A common problem with single-owner and other closely held corporations is intermingling funds. Learn More about how to avoid this by clicking on the “Download Article” button below.
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Recordkeeping for Tax Purposes

Record Keeping for Tax Purposes

Which records should you keep? For how long?  Get the answers to these and other questions by clicking on the “Download Article” button below.
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Crowdfunding – Identity Theft – Tax Scams – How to Protect Yourself

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Crowdfunding - is an exciting new way to raise funds that still has lots of questions from a tax standpoint

Crowdfunding is an exciting new way to raise funds

From a Fundraising perspective there’s lots to get excited about.  From a Tax perspective there are lots of questions that have not been resolved.  Learn more about this exciting new area by clicking on “Download Article” button.

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This article can help you avoid problems associated with Identity Theft Identity Theft and Your Taxes

Learn More about how to protect yourself as it relates to Taxes, by clicking on the “Download Article” button below.

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Use this article to help protect yourself from Tax Scams Tax Scams – Protect Yourself

Tax scammers work year-round, not just during tax season and target virtually everyone.  Stay alert to the ways criminals pose as the IRS to trick you out of your money or personal information by clicking on the “Download Article” button below.
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