Expert Advice on Personal and Business Concerns, Problems, and Challenges.
Reports in this category include a collection of important subject areas on Personal and Family Planning. The topics include your will and estate, retirement, home, investments, asset use and protection, mortgage financings and refinancings, real property investments, and family business ownership. For a more focused view of other reports that are most relevant to your immediate needs, click on the appropriate Solution in the Menu Bar at the left side of this page.
All reports and manuals are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
#03: Buy-Sell Agreements and Succession Planning
#05: 20 Ways to Build Your Retirement Fund
#08: Auto and Equipment Leasing
#13: Renting and Leasing Properties: For Both Tenants and Landlords
#16: Buying a Business: How to Do It the Right Way
#23-A. Why You Should Personally Own Your Company’s Facilities
#27: Your Family’s Role in Business Continuity and Succession Planning
#29: Your Will and Estate: Will It Do What You Want It to Do?
#30: Your Insurance: Getting the Most from Your Life Insurance Dollars and Protecting What You Have
#31: Your Home: Mortgages, Refinancings, Ownership, Sale, Insurance, and Taxation
#33: Your Retirement: A Roadmap for Your Retirement Planning
#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes
#35: Your Assets: Financing and Refinancing Personal, Investment, and Business Properties
#36: Your Ownership: What to Know About the Equity in Your Business
#40: Real Property Investments: What to Know, What to Avoid
#42-A. How to Prepare a Family Roadmap for Analysis and Distribution of Your Assets