Tax Planning

The Truth About Tax Reduction and Asset Protection Strategies

BY Admin | March 22, 2017

There is a lot of literature and information out there about how to reduce your taxes and have better asset protection. Like all advice, some information is better than others. Unfortunately, when it comes to reducing taxes and making sure you have a solid asset protection strategy, a wrong move can cause serious financial and…

Asset Protection, Small Business

Expert Interview Series: Tom Stansfield of The Society on Protecting Your Assets in Your Will

BY Admin | March 22, 2017

Tom Stansfield is Head of Communication and Marketing for the Society of Will Writers. We recently asked for Tom’s insight on writing a will, including things to remember when crafting your will and how to best protect your assets. Here’s what he shared: Tell us the story behind the Society of Will Writers. What is…

Asset Protection, Small Business

Protection & Liabilities in Sole Proprietorships and Partnerships

BY Admin | March 8, 2017

Sole proprietorships and partnerships work well for small businesses that are just getting started and have few risks. However, there are some serious drawbacks to these business structures that business owners should consider as the company grows. If you have a small business that has few assets, then a sole proprietorship or partnership may make…

Retirement, Tax Planning

Expert Interview Series: Retirement author Tom Hegna on Protecting Your Retirement Assets

BY Admin | February 27, 2017

Thomas Hegna is an author of four books on retirement, and a speaker and economist who has been featured on a nationally syndicated PBS show, Don’t Worry Retire Happy!, which has played in over 50 million homes in the U.S. and Canada. We recently checked in with Tom to get his advice on retirement planning, the importance…

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