by Michael Cherewka | Oct 11, 2018 | Estate Planning
Estate plans are only useful when they accurately reflect the current state and federal tax law, as well as your client’s circumstances. An outdated estate plan can result in unintended issues including, but not limited to unintended income and/or estate tax...
by Michael Cherewka | Oct 5, 2018 | Estate Planning
The idea of implementing an estate plan might be one of the scariest things you have to confront as an adult. But estate planning does not have to make chills run down your spine. On the contrary, estate planning is empowering for both you and your family and allows...
by Michael Cherewka | Sep 20, 2018 | Estate Planning
For many employees, saving for retirement is usually a matter of merely participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and...
by Michael Cherewka | Jul 26, 2018 | Articles, Estate Planning
Successful entrepreneurs are great at turning their visions into vibrant, thriving businesses. They’re nimble in the marketplace and aren’t afraid to take chances. They’re good at many things – but estate planning often isn’t one of them. In a recent survey of 500...
by Michael Cherewka | Jul 18, 2018 | Articles, Estate Planning
This is graduation time. This is a time when many of you may be celebrating your children’s academic achievements. During this hectic time, parents may be consumed with helping prepare their soon-to-be college student, causing them to overlook important estate...
