This is “EVERYONE’s RETIREMENT & ESTATE PLANNING BLOG” The purpose is to give you an Online Workshop devoted to you completing your Retirement & Estate Planning”; not merely learning about it with nothing more done.
Posts under the “Safe Money” category will be about saving for retirement and securing the financial welfare of your family. There will be an emphasis on making sure you have money for the rest of your life.
Posts under the “Wills & Trusts” category will be about doing the legal things that are necessary. The emphasis here will be to assure you have everything in place so your own welfare is in order; and that your family is protected.
Posts under the “Closely Held Business” category will be about the largest asset many Americans own. The emphasis here will be to assure you have the opportunity to save money and your business is organized in the most tax and retirement planning efficient way.
Ask questions and make comments in all my posts. The goal is to have a dialogue. This site will be a virtual place you can go until you have the Peace of Mind that comes when you complete your Retirement & Estate Planning.
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Scott F. Barnett, J.D., LL.M. (Taxation)
Get Free “The 9 Safest Ways to Build an Income that Will Last the Rest of Your Life“ and updates of new Blog Posts and other important information by completing and submitting the form below. Also, join me on my SCOTT F BARNETT CONSULTING YouTube Channel by CLICKING HERE for video presentations and live sessions.[grwebform url=”http://app.getresponse.com/view_webform.js?wid=3821105&u=9745″ css=”on”/]
This is all devoted to guiding you to complete your Retirement & Estate Planning; and you gaining the Peace of Mind that comes from knowing your own future is secure and your family is protected. I help you with coaching, not teaching, so you can complete the work you need to do. Retirement & Estate Planning does not need to be hard. So, let’s get started.
Join in! Ask Questions! Comment on my Blog posts. Most important, get to the Peace of Mind that happens when you complete your Retirement & Estate Planning. Get free “The 9 Safest Ways to Build an Income that Will Last the Rest of Your Life“ and updates of new Blog Posts and other important information by completing and submitting the form below. Also join me on my SCOTT F BARNETT CONSULTING YouTube Channel by CLICKING HERE.
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Nell McMurtry says
Scott,
Hope all is well. You drafted a will and trust documents for my husband and I in 1997 (our chldren were 2 and 4 at the time). It is past time that we update these documents and I was hoping that you could recommend someone here in Tampa.
Thanks,
Nell