Monthly Archives: October 2015

21 10, 2015

Estate Planning Awareness Week

By |2021-02-05T15:40:43-07:00October 21st, 2015|Legal Documents|0 Comments

Estate Planning Awareness Estate planning is a vital step that most adults need to take. Unfortunately, many overlook it. They think they have plenty of time to complete one in the future, or that their estate is not large enough to need one. It is important to note that failing to prepare a proper [...]

15 10, 2015

Choosing a Tax Preparer

By |2024-06-21T15:58:48-07:00October 15th, 2015|Tax|0 Comments

Choosing a Tax Preparer Choosing a tax preparer is important because tax preparation can be complex. In this article, we will go over the different types of tax preparers you can choose from. Then you can decide which is the best fit for your situation. Prepare Your Taxes Yourself You can do your [...]

8 10, 2015

Living Trust Basics

By |2020-12-28T12:08:56-07:00October 8th, 2015|Legal Documents|0 Comments

Living Trust Basics A living trust is an important estate planning document. There are many different types of trusts, each created for special financial situations. Whether your estate is small or large, there is a living trust that will work for your needs. In this article, we will go over the basics of how [...]

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