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Dodging the Estate-Tax Bullet
(Main Content/blog)
... plan and estate plan, and to evaluate whether the strategies you may have had in place to avoid taxes still make sense. There isn't a single answer for how families should proceed in light of the new ...
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Don’t Fixate on the Fiscal Cliff
(Main Content/blog)
... Fiscal Cliff is the combination of tax increases and spending cuts that will kick in if Washington doesn't agree on a plan to reduce the deficit. But if you listen to experts, there really isn't a "cliff" ...
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Health Care Reform - The Next Three Years
(Main Content/blog)
A look at the changes coming in 2012, 2013 & 2014. Companies sponsoring group health plans should be aware of the changes coming to the health insurance industry as part of the “second stage” of health ...
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DEBT DEAL, DOWNGRADE, DOW DROP … WHERE HAVE WE LANDED?
(Main Content/blog)
... council that would convene every 6 months to assess and plan to fine-tune the EU economy.4,5 This was not what Wall Street wanted to hear. The proposals seemed inadequate to many analysts. Rather than ...
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A TIME FOR PATIENCE
(Main Content/blog)
... something greater. · The European Central Bank plans to buy up debt from Italy and Spain. · The Federal Reserve could decide to buy up 10-year Treasury bonds and other long-term notes, ...
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Trust Documents
(Main Content/widow steps)
You may or may not have trust documents, depending on what planning was done before the deceased passed. If they do exist, they will include a key document that governs the deceased's assets. ...
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Bills
(Main Content/widow steps)
Bills will help us set up a short-term plan to avoid delinquencies. They also allow us to help project an income plan that is customized to meet your needs. ...
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Brokerage Statements
(Main Content/widow steps)
Brokerage statements help us to build your financial plan for the future. ...
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Bank Statements
(Main Content/widow steps)
Your bank statements (checking, savings, and CDs) help us identify potential creditors, current debts, and current income sources. They help us have an up-to-date picture of your finances and to plan for ...
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Mortgage Information
(Main Content/widow steps)
Your home might or might not have debt against it. If it does, it is helpful for my office to know of all liabilities so that we can properly plan for your future. ...
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services
(Category)
At Copeland Wealth Management, LLC we work closely with our clients building comprehensive financial plans tailored uniquely to each clients’ personal needs and goals. Throughout the planning ...