How to Protect Your Real Estate Assets

1 August 2019

How to Protect Your Real Estate Assets

If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss.  But have you taken the necessary steps to protect your assets against lawsuits or probate?

If you own rental properties, there is likely a nagging fear in the back of your mind about being sued by one of your tenants.  And if there isn’t, there probably should be.  It’s a major risk.

3 Major Benefits of Structuring Your Business As An LLC or S Corporation

2 July 2019

3 Major Benefits of Structuring Your Business As An LLC or S Corporation

 

One of the smartest moves you can make as an entrepreneur is to structure your business as a limited liability company (LLC) or an S Corporation. You’re probably aware that both LLCs and corporations can protect your personal assets from debts and lawsuits incurred by your business, but they also offer other key benefits that you might not know about.

 

LIFT Presentation

13 May 2019

Entrepreneurs --

Do You Have Holes in the Foundation of Your Business?

 

When you started your business, did you begin with the end in mind?  Did you lay a solid foundation for that business to grow on?

 

Did you build your buisness like you mean it?

5 Common Estate Planning Mistakes and How to Avoid Them

30 April 2019

5 Common Estate Planning Mistakes and How to Avoid Them

 

Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face or plan for reality can create major hardship, expense, and mess for the loved ones and assets you leave behind.

 

3 Deadly Sins of Retirement Planning

18 February 2019

3 Deadly Sins of Retirement Planning

 

Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations than we do to prepare for a time when we may no longer earn an income.

Estate Planning Information Session

31 October 2018

Are You Playing Musical Chairs with
Your Family and Your Finances?

If you are one of the 69% of people who don’t even have a will, then you are going to get caught without a chair, which means conflict and court for the people you love!

Or maybe you do have a will, but you don’t know that a will alone is simply not enough to make sure your family will stay out of court and conflict if you become incapacitated or when you die.

6 Key Steps For Conscious Co-Parenting: Part Two

17 September 2018

Last week, we shared the first part of this series, discussing some of the key steps for conscious co-parenting. In part two, we continue with the final steps. Today, many married couples who decide to end their marriages choose conscious divorce. However, once the divorce is finalized, you must continue using the same positive approach in your joint-parenting efforts.

Avoid This Major Mistake When Adding an IRA to Your Estate Plan

4 September 2018

Avoid This Major Mistake When Adding an IRA to Your Estate Plan
 

Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need to list the same person again as beneficiary in their IRA paperwork. Because of this, they often leave the IRA beneficiary form blank or list “my estate” as the beneficiary.

But this is a major mistake—and one that can lead to serious complications and expense.

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