In March of 2020, the CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law. This Act is hundreds of pages long and includes many provisions that can impact the finances of a person/family in a variety of ways. Important to the work we do at Boys & Girls Clubs of Sarasota and […]
Joe and Anna have been faithful supporters of our organization. They believe it is important to support and encourage our mission. Joe: Several years ago, Anna and I decided to become part of the organization's mission. We believe that they are truly helping others. We think that it is important to partner with them to […]
Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their children could spend their summers along the lake. However, as time went on, Kevin's job kept him in town and the children grew up before Susan and Kevin had the financial […]
Gene and Carol purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. Gene: We were fortunate to invest in the medical services company. Over […]
Though it may seem hard to believe, at age 65, I have never gotten around to making a will, but I'd like to now. My question is: Do I need to hire a lawyer to write my will, or can I draft it myself? I want to get my affairs in order, but I'd hate […]
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid financial base. But after three decades of building the business, it now runs very well with an excellent cash flow. They […]