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Posts Tagged ‘Estate Planning’

Are You and Your Significant Other Prepared?

Here we are at the beginning of September and it’s “back to school” time. As we work to put our children in the best possible position to be well-prepared and successful students, we need to do the same for ourselves and our spouses or significant others. There are certainly valid reasons for not getting married, […]

Luellen Lockwood, MBA, CPA, EA | September 15, 2016

The Batteries of our Life Plan

The Batteries of Our Life Plan With spring comes the change to daylight savings time and the reminder to change the batteries in our smoke detectors.  Also, with spring comes tax time.  So, as we work on completing and filing our tax returns, this is a great time to make sure the “batteries” for our […]

Luellen Lockwood, MBA, CPA, EA | April 20, 2016