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.
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
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