All Things Writing
*Credit Dispute Letter Templates
*Essays and Professional Letters
*Content Creation, blogging, technical writing, ghostwriting (social media post as well),
newsletters, emails, presentations, and course
Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
Review previous tax returns and financial documents to identify missing or incomplete information or documentation.
Review all supplied financial information for accuracy.
Uses the appropriate accounting software or system to prepare tax returns.
What to expect:
Calculates taxes owed or refunds due to clients; consults tax law publications for guidance.
What we will cover in the initial Consultation:
Gather feedback on funding, budgeting, planning, and more.
Brainstorm and clarify how to approach your capital campaign, strategic planning, program expansion, or building your team.
Discuss long-term with endowments, partnerships, succession planning, program designs, and more.
Grants and Funding
Find ideal foundation prospects, and move forward with program officers based on requirements of Grant.
Benefits of a Living Will:
*Appoints a Medical Power Of Attorney. (write POA to allow your healthcare agent to make any decision about your medical care. Or, you can establish limitations and timeframes on your agent’s power.) "Agent= the person you appoint as your Medical POA."
*Prevents arguments and reduces stress among family members.
*Reduces the burden of decision-making for caretakers/medical professionals.
*Refuses any treatments you wouldn’t want.
*Provides peace of mind; you know you’ll receive the medical care that you want.
*Allows you to arrange for medical care expenses in advance.
A living trust is a legal arrangement established by an individual (the grantor) during their lifetime to protect their assets and direct their distribution after the grantor's death.
It is an estate planning tool that can help family members and beneficiaries avoid a lengthy, public, complex, and sometimes costly, probate process.
The biggest difference is that a will has no effect on your property while you're still alive and only takes effect after your death.
A major benefit of the living trust is that it will not have to go through the probate process, as a will must do.
Note, though, that in conjunction with a living trust, you should have a “pour-over will" to catch any assets that have inadvertently been left out. This would ensure that your property doesn't fall subject to state intestacy laws, which mandate the distribution of assets not covered by a will or trust. The pour-over will does have to go through probate.