On this episode of The Money Guy Show, we go over the seven common estate planning mistakes you need to avoid! Leave your comments and questions below. Subscribe today to stay up to date with our latest shows and highlight videos: https://goo.gl/7XrGvj Our professional focus is on financial planning and investment management, and we leverage our knowledge for your benefit. We help you focus on the things you can control and manage the things you can’t. Visit our site for more info : https://goo.gl/cGsH44 Are you ready to go beyond common sense when it comes to your money? Check out [More]
7 Seven Deadly Estate Planning Mistakes & How To Avoid Them Petaluma, CA estate planning attorney, Bridget Mackay, talks about the 7 common estate planning mistakes she sees on a regular basis + advice on how to avoid them. With a focus in Estate Planning, Probate and Trust Administration for the greater Sonoma, Marin and Napa areas – Bridget understands the intricate laws and regulations to counsel clients and make arrangements to fit your unique needs perfectly. Bridget believes in relationships. Taking care of you and your family is what matters above all else. Subscribe: http://bit.ly/2kyHpNM Estate Planning Playlist: http://bit.ly/2kCJqsb [More]
We explain how to avoid #EstateTax, including “what is estate tax?”, the use of AB #Trusts to double your estate tax exemption, Irrevocable Life Insurance Trusts, #GiftingStrategies, and generation skipping trusts. Subscribe: https://www.youtube.com/channel/UCY4QhGg-zwgUIthoK3EdyjA?sub_confirmation=1 Read the article: Link y More Learn About Law videos, podcasts, and articles: http://www.learn-about-law.com Schedule a Free Consultation or Learn More about O’Flaherty Law: http://www.oflaherty-law.com Please call us today at (630)324-6666 to schedule a free consultation. Like us on Facebook for weekly videos: https://www.facebook.com/oflahertylaw/ O’Flaherty Law has convenient offices located in Downers Grove, Elmhurst, Naperville, Tinley Park, St. Charles, and Lake in the Hills, Illinois, serving DuPage [More]
http://www.docstoc.com/youtube – Click to Download 25,000+ Business Forms & Templates! 3 Financial Planning Mistakes Every Entrepreneur should Avoid Click Here To See More From This Expert: http://www.docstoc.com/profile/Brittney-Castro Brittney Castro, CFP® at Perennial Financial Services (http://perennialfinancialservices.com/), spells out three mistakes every entrepreneur should avoid. Preventing these problems will help individuals and business owners avoid financial pitfalls down the road. Docstoc has over 20 million business and legal documents to help you grow and manage your small business and professional life. Thousands of how-to articles and videos with fresh content uploaded every day. Attorney reviewed documents to save you time and money. [More]
Accountat Mark Kohler shares tips for how to steer slear of this tax time no-no. Watch more videos at: http://www.entrepreneur.com/video/ More 60 Second Solutions: http://entm.ag/60secsolutions Follow Us On Twitter: http://entm.ag/EntTwitter Like Us On Facebook: http://entm.ag/EntFacebook Follow Us On LinkedIn: http://entm.ag/EntLinkedin Add Us To Your Circle on Google Plus: http://entm.ag/EntGoogleplus Subscribe To Our YouTube Channel: http://entm.ag/EntYoutube Buy Mark’s Educations Products Today! Link – http://markjkohler.com/product/ Subscribe now! https://www.youtube.com/subscription_center?add_user=MarkJKohler
4 Biggest FInancial Mistakes: 1. Insurance as Investment 2. No Financial Goals 3. Over Leveraging 4. Investment to save tax Yadnya’s Book – 108 Questions on Mutual Funds & SIP is available here – https://goo.gl/WCq89k Find us on Social Media and stay connected: Facebook Page – https://www.facebook.com/InvestYadnya Facebook Group – https://goo.gl/y57Qcr Twitter – https://www.twitter.com/InvestYadnya
Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes she comes across as an estate planning attorney. Important Points (00:55) Mistake #1: Dying Intestate (01:38) Mistake #2: Having an “I Love You” Will (02:20) Mistake #3: Owning Real Property Jointly (04:07) Mistake #4: Giving Property Outright to Heirs (15:45) Mistake #4: Other Options (17:55) Mistake #5: Not Having the Right Trust (18:50) Mistake #6: Not Funding the Trust Properly (19:54) Mistake #7: Not Updating Your Estate Plan (21:00) Mistake #8: Doing It Yourself (21:40) Mistake #9: Believing a Trust Alone is Enough [More]
The tax deadline of April 30 is almost here. Avoid the 5 Most common personal tax mistakes that Canadians make.