Category Archives: BLOG

A Little Known Estate Planning Strategy–Secret RLT’s

Posted on June 20, 2022 by Wis Laughlin

Did you know that a will is a public document once probated? It is published in the Probate Court files. Some of you may know that your revocable living trust gives you some privacy since it is a private agreement. … Continue reading →

Posted in BLOG, Estate Planning & Probate, What's New? | Leave a comment

The best Tax Plan, Prep-to-Plan ™, — Can be Yours

Posted on November 28, 2021 by Wis Laughlin

FINANCIAL ADVISORS & TAX PREPARERS, you can 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 … Continue reading →

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