Estate Planning Fatigue
Estate Planning Fatigue According to a recent survey conducted by CNBC.com, more than one-third of high-net-worth families have not set up a basic estate plan to protect and provide for their loved ones when they die. The survey found that 38 percent of millionaires with investable assets of $1 million or more have not established an estate plan with the help of a financial expert. Millionaires with $5 million or more were more likely to have an established estate plan with 68 percent having one. The survey also found that Republicans were more likely to use a financial advisor to set up an...
Read MoreAmazing Customer Service
Amazing Customer Service Experience #1: After spending some time in the yard, my brother-in-law, father-in-law and I decided to head to Subway to get some lunch. My father-in-law was nice enough to foot the bill but unfortunately he’d forgotten his rewards card at home. The cashier told him not to worry and that he could get a new card, go online and merge it with the old one once we got back to the house. After 45 frustrating minutes of trying to get the two cards merged online, we gave up—I’m a tech savvy guy and I literally couldn’t figure it out. Contrast that to another...
Read MoreMobile Marketing for Small Business
Mobile Marketing for Small Business Successful mobile marketing is a delicate balancing act. It is easy to set up and automate but can quickly overwhelm and turn off customers if the messages are sent too often or with the wrong type of content. A recent Bloomberg Business article noted that most cell phone owners are willing to share their personal data with merchants if they will be getting things like coupons and discounts. The article also highlighted 6 mobile marketing tips, specifically for small business owners. 1. Focus on customers. Make sure that you play into how customers...
Read MoreNo Kids? Get an Estate Plan!
No Kids? Get an Estate Plan! A recent US News article recently reiterated one of our GQ Law mottos- Everyone Needs an Estate Plan! This particular article targets those who do NOT have children. Often times, people get an Estate Plan to protect their minor children, make sure their kids get their assets after they die, etc. Having children creates an urgency about Estate Planning. So, what about those without kids? Do they still need an estate plan? YES! Heirs or not, you cannot take your assets with you and if you have an opinion about who gets your stuff, you need to have an Estate Plan....
Read MoreTax Return Extension Deadline TODAY
Tax Return Extension Deadline TODAY Thirteen million taxpayers requested an extension (more time) to file their federal tax returns. TODAY is the deadline for most of those people, an automatic 6 months after tax day, April 15. If you are one of the many who took advantage of the extension, here are a few things you should know. -File online. You can still hurry and file you return online (aka e-file) with IRS Free File via IRS.gov through midnight tonight. E-file is a safe, easy and accurate way to file your taxes. There are also a variety of tax filing programs that can help you e-file and...
Read MoreSmall Businesses Are Winning Big
Small Businesses Are Winning Big There is good news out there for small business in the United States! Often seemingly living in the (large) shadows of big box stores and large corporations, a 2015 Cox Consumer Pulse survey on small business showed that 92 percent of consumers around the USA shop at a small business at least once a week. The survey found that 46 percent shopped small businesses three or more times a week. With a recent shift toward improving communities and business at home, more and more consumers are making the effort to “shop small” by patronizing local, small...
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