Asset Protection, Finances, Real State, Tax Planning, Wealth Management

Wills and Trusts: It’s Not Really About the Documents

BY Admin | January 27, 2019

The Siegel Law Group, P.A.By: Barry D. Siegel Wills and Trusts: It’s Not Really About the Documents For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a perception that trusts were more complicated and expensive…

Asset Protection, Finances

Automating Your Finances for Retirement Wealth Planning

BY Admin | August 2, 2018

Budgeting and keeping your financials in check is not the most enjoyable task on the planet, but it’s a necessary one nonetheless. It’s also a time-consuming process and one that can cause undue stress in your life. From making sure bills are paid on time, to ensuring enough money is in your checking account to…

Finances, Insurance, Wealth Management

Caution: Lack of Knowledge About LLCs May Be Harmful to Your Financial Wellbeing

BY Admin | May 31, 2017

A limited liability company (LLC) is a business structure that combines the benefits of both a corporation and a sole proprietorship or partnership. It offers pass-through taxation, if elected, with the added benefits of asset protection. LLCs are an excellent solution for business owners in many situations, but they may not be the best choice…

Asset Protection, Finances, Insurance, Small Business, Wealth Management

Expert Interview Series: Matthew R. Etzler of Etzler Financial Advisors About Effective Wealth Management With the Goal of a Worry-Free Retirement

BY Admin | January 23, 2017

Matthew R. Etzler is an independent fiduciary advisor that helps people make smart decisions to live a more meaningful life and avoid costly mistakes along the way. We had a chance to speak with Matthew about the importance of financial planning and its role in helping Americans retire comfortably. Tell us a bit about your background.…

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