Estate Planning & Financial Planning
Wills, Trusts, and Estate Planning
Tax, financial and estate planning, wherever you are in the world
Developing an appropriate estate planning strategy is an essential and sometimes complex part of long-term financial planning. Talk to an expert today!
Our services include accounting and auditing, income tax and tax returns, payroll processing, company audits, financial planning and estate planning.
The purpose of tax planning is to ensure the financial plan elements work together in the most tax-efficient manner possible.
TMFG offers professional estate planning services in Toronto and around near you. Contact our estate planning advisors to create your complete estate plan.
Making a thorough plan that specifies who will receive your property and assume your debts after your death is known as estate planning.
With extensive experience within financial planning, we will work with you to tailor a business plan aligned to your future goals.
At WL Financial Planning Services & Investment Company, we offer Investment planning, Short term Insurance, Pension Fund Benefits & Healthcare.
Our team will provide you with reliable tax and estate planning expertise specifically catered to your unique personal situation and needs.
Estate Planning is an essential part of any financial plan and important to get in place whilst you are healthy and in control. Speak with our advisor today.
Award-winning, expert financial advisors. Dobbrick Financial Services are the benchmark for financial advice and estate planning. See what we can do for you.
GJM Ultra Holdings | Financial Planning | South Africa
Our services include accounting and auditing, income tax and tax returns, tax returns, company audits, financial planning and estate planning.
Estate Planning - Strategic Wealth Management
Take a look at our Estate Planning page. KSM Group CPAs, LLC is a full service tax, accounting and business consulting firm located in Princeton, NJ.
When we talk about planning for retirement, making plans for what happens to your belongings after you die is important. This is called estate planning, and it'
Estate planning is vital to ensure your wealth and assets are protected and your final wishes are carried out the way you intended.
VIDEO-Caring for Mom
2024-05-10
Caring for our amazing moms as they age.
It’s a responsibility we take seriously, and it involves two key things: emotional support and planning for the future.
The post VIDEO-Caring for Mom appeared first on Gentreo.
Mastering Keyword Research: A Strategic Guide for Law Firms
2024-05-09
Creating an effective online presence for a law firm hinges significantly on the mastery of keyword research.
This process involves identifying and targeting specific terms and phrases that potential clients are likely to use when searching for legal services.
This guide will explore how lawyers, particularly those specializing in areas like estate planning and elder […]
Who do you trust with your digital information?
South Africa - 2024-05-07
Digital technology is so broad today that it encompasses almost everything.
No product is made, no person moves and nothing is collected,...
Estate planning errors to avoid
2024-05-01
An estate plan allows you to state your wishes regarding your assets, your health and the future of your minor kids if you have any.
However, it may fail to protect you and your loved one as intended if you are not careful.
Outlined below are two common estate planning errors to be aware of: Appointing the wrong parties It’s… The post Estate planning errors to avoid first appeared on Doyle Quane.
Can a Pre-Existing Condition Affect My Personal Injury Claim?
2024-04-30
When dealing with a personal injury claim, it's important to understand how a pre-existing condition can impact your case.
The post Can a Pre-Existing Condition Affect My Personal Injury Claim? appeared first on Battaglia, Ross, Dicus & McQuaid, P.A..
Charities Act 2022 Update – Phase 3 Implementation
United Kingdom - 2024-04-18
Designed by Freepik Below we summarise the key changes that came into effect in March: Changes to Governing Documents Charity Trustees of unincorporated charities (i.e.
trusts and unincorporated associations) have been granted new statutory powers to amend their governing documents [s.280A Charities Act 2011].
Now charity trustees can amend their governing documents by passing a… Continue reading Charities Act 2022 Update – Phase 3 Implementation
Modifying Divorce Decrees in DFW: Changes to Custody, Support, and Visitation Orders
2024-04-17
Navigating the legal aftermath of a divorce is a complex feat, and sometimes, the terms initially set in your decree may need to evolve.
Whether it’s adjustments to custody arrangements, support orders, or possession schedules, staying informed about the processes… The post Modifying Divorce Decrees in DFW: Changes to Custody, Support, and Visitation Orders appeared first on Hargrave Law,PC | Lawyer in Bedford, TX.
Quarterly Review – End February 2024
South Africa - 2024-03-26
Perspective … It is all too easy to lose our sense of perspective in the never-ending barrage of news we encounter daily from “legacy” media (newspapers) and the more pervasive digital media (television and our smart phones).
The post Quarterly Review – End February 2024 appeared first on Finlaw Consulting.
The ABCs of lease agreements in South Africa
South Africa - 2024-03-22
Navigating the world of lease agreements can be complex and fraught with potential pitfalls.
In South Africa, these agreements are an essential tool for establishing clear […] The post The ABCs of lease agreements in South Africa appeared first on Strauss Daly.
Attorney Michael Pugh named in CBJ Corridor Leaders 250
2024-01-26
The Corridor Business Journal has selected Attorney Michael Pugh for inclusion in the 2024 edition of the Corridor Leaders 250 – an annual listing of the 250 most influential business leaders in the Corridor.
This is the third consecutive year Mike has been selected.
Leaders were selected by the Corridor Business Journal’s editorial staff based […] The post Attorney Michael Pugh named in CBJ Corridor Leaders 250 appeared first on Pugh Hagan Prahm.
