Appointments
A brief session to discuss client's next steps for financial planning, tax strategies, business planning, estate planning or general money matters.
Zoom or In-Person options available:
Videos of the week:
What's the Difference Between A Will & A Trust?
This presentation covered the differences between wills & trusts, focusing on estate planning fundamentals. Candy Martin, Martin Business Solution, LLC, provided a comprehensive overview of estate planning tools, their importance regardless of economic status, and how proper planning protects families & legacies. The presentation emphasized the importance of having legal documents in place to avoid probate court, protect minor children/special needs adults, and ensure medical wishes are followed.
Beyond the Season
Your tax software isn’t just a reporting tool. It’s a treasure map to year round success—if you know how to read it. Let's us give you the clues and landmarks! Be the Total Tax Solution
(Business Opportunity)
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