News & Articles

Beneficiary Designations Control the Money!

Beneficiary designation forms control the payment of money from IRA’s, 401(k)’s and insurance policies.  These assets are controlled by your contract with the plan or company and not by your will, unless you have named your estate as the beneficiary.  Many beneficiary forms are filled out early in life when you may have designated your parent or sibling as beneficiary.  Please take the time to check the beneficiaries named in your IRA’s, 401(k)’s or life insurance policies to be sure your money goes to the people you would designate today.
Read More

Start Acting Like a Corporation and Save Money

The most common reason people incorporate is to shield themselves from personal liability for the debts and actions of the corporation. Failure to act as a corporation could result in this shield being penetrated and you as a stockholder or director being held personally liable. Accurate corporate records, including up to date minutes from every stockholder and director’s meeting show that your company is acting like a corporation. Failure to hold annual meetings and keep accurate records could result in shareholders and directors being held personally liable for actions of the corporation. In addition, sloppy and inaccurate corporate books could
Read More