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December 28, 2016

Financial aid is a valuable resource for students and their families. And sending a child off to college is one of life’s biggest (and often most expensive!) events. Unfortunately, certain assets may adversely affect student financial aid eligibility.  That’s why caref...

December 22, 2016

Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can be more focused on what...

December 21, 2016

Buying an existing business is a great way to hit the ground running in the world of entrepreneurship. Because an existing business already has a legal structure, employees, a customer base, and is making a profit, you get to skip over one of the most challenging aspec...

December 20, 2016

Losing your job during the holidays is depressing, but here's how you can use the unexpected downtime to plan for your next career move.

Losing your job can be devastating, especially around the holidays. At a time when the rest of the world seems to be celebrating, rev...

December 20, 2016

Reward employees and remain within the law with incentive programs.  In most sales jobs, employees expect incentives of some sort. And in non-sales jobs, recognizing workers' efforts and achievements with gifts and bonuses is an important part of keeping your workforce...

December 14, 2016

Welcome back to the final article in our 3 part series on how you can save big money on this year’s taxes.  Just a little time and effort focused on strategically reducing your tax burden can pay big dividends.

In part 1, we discussed the first step in saving big on tax...

December 9, 2016

In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide finally enjoy marriage equality. And, whether you are legally married in the eyes of the law, or not, there are important additional legal planning steps you need to...

December 9, 2016

Welcome back to our series on how you can save big money on your taxes this year. Just a little time and effort focused on strategically reducing your taxes can pay big dividends.

Last week, we discussed the first step in saving big on taxes: strategize with your tax ad...

December 7, 2016

It's time for our annual series again — How to Save Big Money on Your Taxes This year.

We run this series every year at this time because now is the time for you to take action and strategize big savings.It can be shocking to realize that your biggest personal and busin...

December 3, 2016

Join us Tuesday, December 6 from 5:30 to 7:30 pm at the Tahoe Mountain Lab for a workshop on Estate Planning for Entrepreneurs!  We're very lucky to have Brenda Knox, a Financial Advisor with Waddell & Reed presenting along with Heather.

Estate planning isn’t just...

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