Category: Family Matters

Estate Planning: Zero Inheritance https://youtu.be/r8ks-RIfxtQLearn more about our Accounting Solutions VIDEO TRANSCRIPTION – Estate planning, zero inheritance. I'm gonna share a story from our client files. As I'm talking to clients about tax strategies, we…

Estate Planning Mistakes Tip 2: Winner Takes All https://youtu.be/_uhrikevFuELearn more about our Accounting Solutions VIDEO TRANSCRIPTION – Estate planning, winner takes all. I'm going to share a story from our client's file. Had an interesting…

Estate Planning Mistake Tip 1: If It's Not Written Down It Won't Get Done https://youtu.be/aQm3xY5inRkLearn more about our Accounting Solutions VIDEO TRANSCRIPTION – Estate Planning. If it's not written down, it would not be done.…