Included within the scope of estate and beneficiary planning are several issues that extend beyond just whether or not you have a will.
Would you be open to a collaborative trend analysis of your financial statements over the last few years?
A tax projection will be most effective if done before the holidays, and certainly will only be useful if completed before December 31st.
Much like an artist, if you can ignore the chaos around you, you can hone in on what is important and needs your attention. Paint your own picture.
It depends on what ‘it’ is. A professional valuator will understand your circumstances and use them to estimate a reasonable value for your business assets.
As we continue the march toward what will be a most unusual general election in November, many things that we all suspected about the discord among our federal legislators are proving to be true. They don’t even like or respect one another! It’s no wonder that Congress is so polarized, resulting in a lot of wasted energy for not much in the way of results.