Your Business: Legal, Tax, and Estate Resource!

You have concerns — I have solutions

If you have a small or family business, you are in the right place. Every business goes through several stages. I save you money in every stage, by saving legal, tax and estate costs.  This website discusses thousands of ways to save thousands of dollars. So read on. 

I am your legal boutique. I am your mentor. My goal is your success and satisfaction.

  • Are you puzzled as to what form of business to use?  Use my tax and legal expertise.
  • Do you deal with contracts that you cannot understand?  I have negotiated with the best.
  • Are you paying high taxes without knowing why? I am your tax mentor. 
  • Is your family afraid of what will happen if you die? Plan your estate! 

I will not take you as a tax client unless it is worth your while. Tax savings enhance wealth.

I can provide you:

WIN-WIN CONTRACTS: Don’t use form agreements and don’t sign agreements that you don’t understand. I negotiate win-win contracts. They benefit all parties so they last. For more information, see the Business tab or use the Search Box.

THE BEST TAX HELP: Professionally prepared tax returns;  tax planning enhanced with my  personally designed Tax Mastery(c) program. Answers to your tax questions from a TAX LAWYER  based on respected sources like Bloomberg Law; Legal representation against the Internal Revenue Service by a former IRS attorney.

AN ESTATE PLAN that works : You cannot predict when you will need your estate planning documents. God will not warn you. So make sure that you have the best estate plan. I provide you: considerate, personal estate plans, wills, and trusts; Answers to estate questions by an Accreditted Estate Planner. See the Estate Planning and Probate tab or use the Search Box.  Search for “trust” in this website for more information.

AND THERE’S MORE: 

  1. Entertaining seminars to inform and entertain your group.
  2. My WealthWISe e-letter: regularly updates you on fast moving laws.
  3. Useful articles: My website and blog provides lots of useful information.
  4. Knowledge, Knowledge, Knowledge that puts you in control.

Find out About Wis and Client Testimonials

CONTACT ME HERE today and try out my services with a FREE 1/2 Hour Consultation 

This Website only presents the  tip of the iceberg. Do not act on it the advice of a tax professional.

Posted in Businesses, Estate Planning & Probate, Individual Tax, Real estate, investing, Representation before the IRS, Speaking, What's New? | Leave a comment

Prep-to-P__n

FINANCIAL ADVISORS & TAX PREPARERS, make a difference with your clients! You can substantially enhance client wealth with my new one-of-a-kind tax planning application. It allows you to produce a simple, one-page tax plan for your clients.

Unlike typical tax programs, this program allows YOU to select tax-saving comments for each client and calculates the amount of taxes saved by a comment for that client. It is easy and effective. If anyone is interested in testing this application, Contact me. Your clients will love you. wislaughlin@gmail.com.#tax #planning #tax preparation.

Posted in BLOG, Businesses, Individual Tax | Leave a comment

Revocable Living Trusts — a true story

I have been talking about the benefits of a revocable living trust plan for your family. The following true story says it all. In a meeting with recent widow, she asked me what she had to do to settle her late husband’s estate. She was worried because she had recently served as Executor of a friend’s estate and put in over 100 hours getting through a Probate Court settlement of that decedent’s will.

She was a business owner and effective manager, so I figured she had followed my instructions to place all of her husband’s property in his trust. She had. So I told her, “You are named as successor trustee of your husband’s trust. You and he had worked together on your finances. So you simply manage assets in the trust, just as you always did before. File your final tax return. Not much else. You do not have to go to Court. Keep paying bills.”

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Did you know your Revocable Living Trust could do this?

Considering the hardships of Covid-19, it should come as no surprise that estate planning is more important than ever. If you do not have an adequate estate plan, your family will likely suffer–financially and emotionally.Your estate plan is primarily for them! If you already have one of my current revocable living trust (RLT) plans, this e-mail will remind you of some of its great advantages.

In addition to the revocable living trust, the RLT package contains a Durable Power of Attorney (DPOA). If sickness or injury impairs your mental capacity, the DPOA authorizes a person of your choice to legally act on your behalf. Without it, your family might have to go to court so a judge can appoint a conservator to manage your legal affairs. This process is expensive, time-consuming, and potentially embarrassing. My RLT package allows your family to completely avoid a conservatorship, so avoid it!

As an Accredited Estate Planner and Super Lawyer in taxation, I can help you protect yourself and your family. If you don’t know whether an RLT Package is right for you, contact me for a free consultation. If you already have an RLT Package, please share this with your friends.

Harry W. (Wis) Laughlin

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WISdom: What you don’t know revocable living trusts…

While it is easy to get distracted by current events, we mustn’t forget about estate planning. If you already have one of my revocable living trust (RLT) plans, you have taken a vital step in protecting yourself and your loved ones. Consider the following true story with the names changed for privacy purposes.

Not long ago a new client, Jill, came to me for help after her husband, Dave, had recently passed away. Although it was a tragic and emotional situation, she had little time to grieve. There were bills piling up and family disagreements followed closely behind. As is all too common, they hadn’t prepared for this unfortunate situation. Probate Court proceedings were required. Jill was overwhelmed with hours of tasks, paperwork, deadlines, and pricey Probate Court appearances–leading to initial legal fees exceeding $15,000!

If Dave had created a revocable living trust for himself, Jill would’ve been able to avoid Probate and save a substantial amount of money. Dave could have named her as successor Trustee. She would be able to take control without Court interference. My experience allows me to incorporate many features into an RLT that would’ve made Jill’s painful experience MUCH easier.

Don’t entrust your assets to an amateur. As an Accredited Estate Planner and Super Lawyer in taxation, I have the knowledge needed to help you protect yourself and your family.

Contact me for more information.

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