Author Archives: Kerry Slatter

Reasons to Have a Will

Who needs a will? Every adult over the age of eighteen should have a will.  But why?  Listed below are some reasons why you want a will:
1. With a will you can dispose of your property as you see fit.
2  Often, a will can help lessen the amount of estate taxes imposed at your death.
3.  [...]

Knowing When to Review Your Estate Plan

It’s important to remember that after you have executed your estate planning documents (i.e. will, trusts, power of attorney), your life circumstances may change in the future.  Therefore, you need to review your estate plan periodically to determine if any revisions need to be made.  The following life events may require you to change your [...]

Three Essential Steps to Take When Starting Your Business

Set up your business. Make sure you seek out appropriate advice on how to start up and operate your business.   An attorney can help you with the selection of the right legal entity for your business.  An accountant can provide tax advise and help you maximize tax strategies for your business.  A banker can help [...]

When Does a Small Business Owner Need to Incorporate?

So you’re finally ready to do it. The “It” you’ve been dreaming of for years, while you built up your courage (and your savings account!). You’re ready to break free from the chains of working for someone else and start your own small business. You’ve probably got a lot of information spinning [...]

Gathering Essential Documents Needed for Estate Planning

You might think of estate planning as something that is necessary only for the wealthy, but the truth is that everyone needs some amount of estate planning. Even a person who owns no property should still designate someone to make health care decisions and personal decisions for him if he is ever unable to [...]

Small Business Incorporation: A Response to the Top 6 Excuses Not to Incorporate

As a small business owner, questions like “Should I hire employees or independent contractors?” and “Do I need business insurance now or can I wait?” plague your thoughts nearly every day. Among these questions is the ever-present and all-too-often overlooked decision about whether or not incorporation is necessary. The excuses for delaying incorporation are myriad [...]

A Team of Professionals for Every Small Business

For many people, opening a small business makes them feel like they can do anything, even skydive. But if you’ve never skydived before, you wouldn’t undertake this without an instructor, would you? The same is true of owning a small business. While you may be really good in your field, you may not have all [...]