by Chad Cardwell | Jul 10, 2018 | All, Estate Planning, Estate Planning 101 Videos, Financial Advisor
In our last segment we discussed a complete estate plan. In this segment we look at the Last Will and Testament and its importance in how to you transfer assets to your loved ones. Disclaimer: This content is provided for our clients, advisors, friends and other... by Chad Cardwell | Jun 12, 2018 | All, Estate Planning, Estate Planning 101 Videos
The thought of investing time and effort into creating an estate plan may be the last thing on your mind today. Many people think estate planning is only for the rich, or people with complicated assets, or for people “much older,” but that is not... by Chad Cardwell | Mar 28, 2018 | All
When most clients think of the word “audit,” they think something bad is coming down the line. The word “audit” typically is used in connection with a tax audit, something every taxpayer dreads. However, an audit is not always a negative event. Audits can be a... by Chad Cardwell | Feb 19, 2018 | All
When your clients think of February, most of them may not envision warm, sandy beaches and tropical breezes, although many of them may wish to be in such a place when the temperature dips below freezing. Timeshare companies know all too well that when the temperatures... by Chad Cardwell | Jan 12, 2018 | All
As we begin a new year, there are several important needs your clients have related to estate planning that remain constant, regardless of the new year and the new laws. Often new clients come to me and say “I have been meaning to do this,” or “we’ve put this off for... by Chad Cardwell | Nov 15, 2017 | All
As I was driving to work recently, I noticed a vehicle with a vanity license plate. The license plate clearly identified the owner of the vehicle as a doctor. While there certainly are different types of doctors, I would imagine that the average person presumes a...