Estate Planning- Trusts

Key Considerations for Smooth Wealth Transfer Planning

Key Considerations for Smooth Wealth Transfer Planning. Components of a robust estate plan include a will, trusts, a power of attorney, and healthcare directives. A will specifies how your assets should be distributed upon your death. Trusts, which hold and manage assets on behalf of beneficiaries, can be tailored to meet specific needs, such as reducing estate taxes or providing for minor children. A power of attorney grants someone the authority to make financial and legal decisions on your behalf if you become incapacitated, while healthcare directives outline your medical treatment preferences.

Passion for Success

By Tim McMahon | July 2, 2010

By David Batchelor The seven letters of the word PASSION represent the initials of seven essential principles of management: PROFIT: Maximize sales and minimize expenses; instead of pursuing profit, let profit follow you. A person who can manage a great business is a person who can bring profit to the customer. Profit is not to […]

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Overcoming Financial Anxiety

By Tim McMahon | July 2, 2010

By Todd Williams When the term financial planning is used many people get a sick and sinking feeling. Like math anxiety, financial anxiety can be debilitating. Below are some tips to help alleviate your money anxiety. 1. Change your focus Instead of thinking the financial planning process is drudgery think in terms of a treasure […]

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Money Management for the New Millennium

By Tim McMahon | July 2, 2010

by Todd A. Williams Many People are challenged by managing money because they have no idea where it all goes. They may make a good wage; yet have no understanding of how they manage to spend everything. An important part of building a positive and lasting financial legacy is knowing where your money goes. In […]

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Money Management for God’s people

By Tim McMahon | July 2, 2010

Excerpt from the book; …And the cattle upon a thousand hills By Todd A. Williams The parable of the prodigal son is a fantastic example of the love of a father for a son, and the love of God for his children. While many who read the passage can clearly see the premise that God […]

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Managing Your Time Wisely

By Tim McMahon | July 2, 2010

By David Batchelor I would like to begin this article by asking you a question. Do you ever feel like life is passing you by in a blur? Does it seem as though you’re doing a lot of things, but you don’t know what you’re accomplishing? I have been there and still sometimes re-visit this […]

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Is your bank robbing you blind?

By Tim McMahon | July 2, 2010

By Todd Williams Banks play a major role in the economic development and financial growth of the entire country. The period following the great depression saw radical changes in the banking industry that proved to be beneficial for the building of consumer confidence in the banking system. While our confidence has grown our knowledge and […]

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Grow Your Own Money Tree

By Tim McMahon | July 2, 2010

By Todd Williams Many times when in pursuit of a goal or dream do you feel like giving up? Well if you do, you are not alone. All of us at one time feel like giving up right before we see the fruits or our labor. When researching possible topics for this money tip, I […]

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Guaranteed Easy Ways To Gaining Financial Freedom

By Tim McMahon | July 2, 2010

By Cornelus Postell Does not having to worry about monthly bills seem like just a fantasy to you? Do you ever wonder what it would be like, if money matters didn’t matter? Wouldn’t it be great if at this very moment your financial situation were in order? The answers to all these questions, my friends, […]

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Get a coach!

By Tim McMahon | July 2, 2010

By Todd Williams This is a little different type of money tip inspired by the recent accomplishments of the Los Angeles Lakers coach Phil Jackson. I hope you enjoy it. Phil Jackson is one of the greatest professional coaches of all time. He is able to enhance the skills of his team members and to […]

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The Financial Aid Award Letter: Receive Top Dollar from your Top Choice

By Tim McMahon | July 2, 2010

By Monica Wheeler As financial aid award letters begin to arrive mid April, college hopefuls realize a letter of acceptance is only the first step in deciding which school they will attend in the fall. A student who applies to six colleges can receive a different award package from each school. The all- important award […]

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How To Enjoy Everyday Life!

By Tim McMahon | July 2, 2010

By David Batchelor All of us have large portions of our time that need to be devoted to what we will call “common life and everyday business. “I’m sure you know what I mean, things like, laundry, grocery store trips, auto repairs, dentist’s visits, sweeping the floor, washing the dishes, going to work, etc. We […]

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Count on College – But Don’t Count on Help for Scholarships

By Tim McMahon | July 2, 2010

Today, parents hoping for scholarships are likely to meet trouble …colleges’ scholarship funds are in a squeeze due to falling markets. Moody’s believes college endowment funds will fall about 30% on average this year.

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