Make Estate Planning a Part of Your Life Planning
With life these days being busy, hectic and more complicated than ever, I find myself working harder to simplify and remove stress whenever possible. My wife Marci and I are working on decluttering our house room by room – a daunting task, but gratifying for us both. We are also trying to be intentional about […]
A Word from Paul Pittman: On Confidence
There are many different definitions of confidence, but I recently ran across one that resonated with me: “A belief in oneself arising from one’s appreciation of one’s own abilities or qualities.” To appreciate your own abilities and qualities requires knowing yourself. I believe this self-knowledge and appreciation of who you are – this confidence – […]
Message from Paul Pittman: Time is a Truly Precious Asset
Message from Paul Pittman: Unbelievable – summer is already here. Time just seems to move faster and faster. We often hear that time is our most precious asset, that we cannot get it back, that we cannot buy it, or that we shouldn’t waste it. I agree completely, but I don’t want to work so […]
Succession Planning: Protecting and Transferring Your Assets
Because life’s journey is full of both long-awaited milestones and untimely surprises, succession planning is essential for ensuring your business and personal assets are protected and directed appropriately. Forming a well-drafted buy-sell agreement with your business partners, or using various transfer on death arrangements with your family members, is critical to a smooth transition when […]
Business Entity Selection
When the time comes to form your business or to change its legal status, making the correct entity selection is of the utmost importance. Sole proprietorships, general partnerships, s-corporations, and c-corporations, to name a few, each come with important legal and tax distinctions that are crucial to consider within your business’ unique needs. Of particular […]
Word of the day: HAPPINESS
It’s tax season, the time of the year when my team and I are busy working hard for you, our clients. While we enjoy what we do, work life balance is a challenge in March and April. Now seems like a perfect time to share with you some ideas about happiness. Are you happy? If […]
Effective Estate Planning
Your estate is comprised of everything you own – your personal residence and vehicles, bank accounts and investments, furniture and belongings, life insurance and more. Each and every one of us has an estate, which regardless of its value, needs an estate plan. In Indiana, if the net value of your estate exceeds $50,000 and […]