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Estate Planning

Home » Estate Planning
All Blogs | Business Exit Planning | Estate Planning | Financial Planning

Planning Is a Team Sport: Which Teammates Do You Need?

December 9, 2021 by Aaron Puttroff

Talent wins games, but teamwork and intelligence win championships. –Michael Jordan You are a talented business owner. It’s why you win in your market. But when it comes to long-term … Read More

All Blogs | Estate Planning | Financial Planning

Last-Minute Estate Tax Change

December 2, 2021 by Aaron Puttroff

Article By Robert Veres: Advisors throughout the financial services industry, including financial planners, estate attorneys and tax consulting CPAs, are all nervously watching the tax proposals that are working their … Read More

All Blogs | Business Owner | Estate Planning

5 Aspects of Strong Goals and the Consequences of Missing Them

May 27, 2021 by Aaron Puttroff

Setting goals is a catalyst for success, especially if you’re planning for the future of your ownership and the success of your business. The strongest goals tend to have five … Read More

All Blogs | Estate Planning

IMPORTANCE OF WILLS & TRUSTS

February 2, 2021 by Aaron Puttroff

When looking at your complete financial picture, having the proper legal documents in place and ensuring they are up to date, is a key foundation to making certain you and … Read More

All Blogs | Business Exit Planning | Estate Planning

TAX GUIDANCE FOR PPP BORROWERS

December 16, 2020 by Aaron Puttroff

IRS STATES BUSINESS OWNERS CAN’T DEDUCT EXPENSES PAID WITH PPP LOAN On November 18, 2020, the IRS provided a ruling on deductions regarding the Paycheck Protection Program (PPP) loan (Rev. … Read More

All Blogs | Business Exit Planning | Estate Planning

Keep Your Family Intact with Proper Estate Planning

December 8, 2020 by Aaron Puttroff

It can be difficult to consider what will happen to your business and your family if you die unexpectedly.  Without proper planning, you could be leaving your family and/or key … Read More

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Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Road, Ste 300 San Diego CA 92121, United States (619) 684-6400PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America ® (Guardian), New York, NY. Living Legacy LLC is not an affiliate or subsidiary of PAS or Guardian.

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This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

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  • HOME
  • ABOUT
  • OUR TEAM
  • SERVICES
    • Personal Planning
    • Strategic Retirement Planning for Business Owners
  • RESOURCES
    • Newsletters
    • Business Owner Newsletters
    • Blog
    • Videos
    • Business Planning Whitepapers
    • Cash Flow Mapping
    • Business Valuator
  • CONTACT