The importance of Estate Planning for Young Families

This month the National Association of Estate Planners & Councils (NAEPC) celebrates National Estate Planning and Awareness Week from October 20th-26th to raise awareness and boost education for Americans about the importance of estate planning. According to the American Bar Association, 55% of Americans die without a will or estate plan. Typically, estate planning has been associated with …

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What Is The Corporate Veil?

This is the first in a two-part series that will focus on the legal concept of the “Corporate Veil,” with this first part defining the concept and explaining how it applies to your business. The second part will go in-depth and explain what it means for your company’s corporate veil to be “pierced” by a court of law such that the shareholders’ asset protection is compromised.

How To Organize Your Estate

Estate planning has a lot to do with planning for the unexpected. While it may not be pleasant, it is definitely necessary to think about the future of your family if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets and insurance documents? Would they be able to access (or even know about) online accounts or files on your computer? Taking the time to gather all the necessary information now can help alleviate anxiety and uncertainty in the future.

Dental Transitions: A Summary of Events

Purchasing or Selling a dental practice can be one of the most important events in a dentists career. For those who are buying it will greatly impact their quality of life for the foreseeable future. For those who are selling it can help them get to a place of financial independence in retirement, or allow them to transition into a new practice or career. 

Here is a brief outline of some of the major aspects of a dental practice transition. 

Wealth Protection: Avoiding Losses

You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost. A dollar not lost allows wealth to compound from a higher floor. Losses can occur from many places beyond investments: property, income, taxes and fees. It is well worth paying for the expertise of professional advisors who are able to prevent or reduce losses in all of these areas.

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