Wills and Trusts: It’s Not Really About the Documents
BY Kendal Blunck | January 27, 2019The 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 and Wealth Management: A Holistic Approach to Planning for Now and Later
BY Kendal Blunck | July 26, 2018Wouldn't it be great if there was a one-stop-shop where you could get advice for all of your personal finances? Well, there is. It’s called ‘asset and wealth management, and it streamlines the financial advising process by combining the advice of financial advisors in every realm of personal Asset and Wealth Management: What is it,…
Wealth Management: Is a Written Financial Plan Necessary?
BY Kendal Blunck | July 24, 2018Having a financial plan in place is just as important – if not more – as your actual investments and acquired wealth. Without a proper plan in place, you could potentially be leaving your assets vulnerable to being lost. While many Americans invest their money in an effort to build wealth over time, there is…
Tax Scam #12 (and the final of the “Dirty Dozen” for 2018): Offshore Tax Cheating
BY Kendal Blunck | June 28, 2018Written by: Scott Estill – Public Speaker and Tax Attorney the IRS has recently released its annual report on the “dirty dozen” tax scams. I will be discussing each one in a series of posts concerning these very real tax scams. If you would like more information from the IRS, here is your link: https://www.irs.gov/newsroom/dirty-dozen Tax Scam…
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