Short and long-term financial goals for CEOs, other executives and business owners might include buying a home, putting their children through college, retiring at a certain age or leaving a legacy, perhaps their business, to their heirs. It’s important for high net worth people to determine now what they’d like to achieve, develop a plan to reach their goals, write it down and … [Read more...] about Wealth Management: Setting and Obtaining Financial Goals
Jeffrey Burr Ltd.
Legal Opinions 2013
Attorneys, like doctors, have highly specialized skills that are in high demand, especially in today’s increasingly legalistic world. The following pages feature a special report that gives the reader the opportunity to receive legal advice at a fraction of the cost (in essence 100 percent off the lawyer’s normal rates). The following pages offer free legal advice in the form … [Read more...] about Legal Opinions 2013
Estate Tax Changes Require Immediate Attention
Many people likely recall Congress’ so-called “fiscal cliff” negotiations at the end of 2012, which resulted in a great deal of commotion regarding changes to the income tax. Most of us have encountered these changes to some degree, but fewer people are probably aware that as a result of the “fiscal cliff” negotiations Congress also enacted permanent changes to the federal … [Read more...] about Estate Tax Changes Require Immediate Attention