Monthly Archives: October 2015

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21 10, 2015

Estate Planning Awareness Week

By |2019-03-12T14:05:06-07:00October 21st, 2015|Legal Documents|0 Comments

Estate Planning Awareness Estate Planning is a vital component in a complete financial plan. Unfortunately, many overlook it. They think they have plenty of time to complete it in the future, or they do not have enough money. However, failing to put a proper estate plan in place can cost your heirs a lot [...]

15 10, 2015

Who can prepare my taxes: A Tax Preparation Guide?

By |2019-03-12T14:05:06-07:00October 15th, 2015|Tax|0 Comments

Tax Preparation Tax preparation can be complex! While sometimes software may appear to simplify this process how many deductions and credits did you miss, not being a professional? So who can prepare your tax return? Yourself Unenrolled Tax Preparer CPA (Certified Public Accountant) EA (Enrolled Agent) Preparing Taxes Yourself: This can be done using a [...]

8 10, 2015

Living Trust Basics

By |2019-03-12T14:05:07-07:00October 8th, 2015|Legal Documents|0 Comments

There are many different types of trusts out there, each created for special financial situations. Whether your estate is small or large, there is a living trust that will work best for your needs. Depending on the complexity of your situation, you can use a Certified Legal Document Preparer or an Attorney. What is [...]