Business owners and real estate investors are just some of those at risk for losing their personal assets if they are sued by a customer or tenants. We talked some last time about owning your rental property or business in an entity. See my blog of January 26, 2012. I spoke with a lady this... [Read More]
Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.
Mr. Jackson made a tough process easy and painless! - Kyle M.
"Integrity, trust - a rare item - it's here! - Ron F.
Don’t Own Your Rental House in Your Name
The problem with owning your rental house or apartment or even your business property in your own name is that you could have great liability to someone if they get hurt on your property. If a tenant in your rental house falls in the bathtub or down the stairs, you could potentially receive a disastrous... [Read More]
What Changes Will You Make in 2012?
This year will be a most interesting year as we move toward a Presidential Election, plus many other federal, state, and local positions that are up for election. The “kick the can down the road” patch on the tax code expires at the end of 2012, many of the “Bush tax cuts” expire, and we... [Read More]
Forbes Says No. 2 “To Do” Is Get Estate Planning Done
Forbes magazine lists the second most important thing to do in 2012 is to get your Estate Plan properly done. The only item listed ahead of it was “set your goals.” This is from their “12 Financial Resolutions for 2012.” We are six times more likely to become mentally disabled in a given year than... [Read More]
Year End Legal Shopping
Many people are looking to do tax deductible legal work and transferring of assets before year end. One of the most common practices is doing year end gifting of up to $13,000.00 per person with no gift or estate tax consequences. Some are looking to donate to charities within the calendar year, either directly or... [Read More]
Why Do We Receive When We Give?
There are a number of paradoxes in life; things turning out to be the opposite of what you would think they would be. “Giving” to others is one of them. You would think that you would feel good and better when you receive a gift, but you don’t. It is in “giving” the gift that... [Read More]
Darker Days Ahead for Penn State
It appears that child molesters are like mass murderers. They don’t stop until they are incarcerated. When confronted by the mother of a victim before two Penn State security officers in 1997, the defensive coordinator said enough to convict him of the felony charge. He is never charged with the crime admitted. He retires from... [Read More]
What Does a “Busy Black Friday” Mean?
We had a very busy consumer spending day the day after Thanksgiving in stores and on-line through “Cyber Monday.” It shows that Americans have faith in better days ahead in spite of the lack of leadership by their chosen representatives in Washington. By nature we are an optimistic people who will do the hard work... [Read More]
Client and Family Workshop Well Received
“You were in great form” is always a good thing to hear from a client after a presentation to them and their family. Families are home for Thanksgiving, so that is why my clients in my Formal Update Program, The LifePlan System™, are encouraged to attend my worship with their loved ones. We met Saturday... [Read More]
Thankful – The Antidote to Worry
If we start counting things we are thankful for, we quickly move away from worry and fear. We realize what we have been given and are less worried about tomorrow. What are some of the obvious things we can be thankful for? Physical Health – You can read this or hear it as someone reads... [Read More]