10 Reasons Why You Should Prepare a Will
Creating a last will and testament is the first step in creating an estate plan - here are 10 reasons why you should prepare one. Read More >
Creating a last will and testament is the first step in creating an estate plan - here are 10 reasons why you should prepare one. Read More >
There are several ways assets transfer on death directly from the decedent/owner to others without probate. The following are some of the more common ways. Read More >
Some natural disasters are more common in the summer, but major events such as winter freezes, tornadoes and fires can strike at any time. It's always a good idea to... Read More >
Reflective Questions to Think Through Every Day I was thinking about hard questions the other day. You know, those questions people ask you where you can t give a right... Read More >
This post is a collection of thoughts and observations about the physician finances, based on what I ve seen over my career working with just physicians. I m going to... Read More >
Spending Habits and Retirement Planning The traditional approach to retirement planning assumes that retirees will maintain their pre-retirement standard of living as they transition into retirement, and then sustain that... Read More >
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As a top advisor to physicians, I help increase practice profits by delivering hands-on, expert medical accounting/tax support, practice counsel, and revenue-building strategies. Read More >