August 2018

Prepare Your Family with an Estate Planning Letter

Posted on August 31, 2018

As part of your estate planning, it's a good idea to have a non-binding letter to your spouse, children and other heirs outlining…

What to Include to Strengthen a Lease

Posted on August 31, 2018

Leases are standard contracts, but they need to be well written to protect you and your tenants. Rather than using a pre-printed…

Choices for Your 401(k) at a Former Employer

Posted on August 31, 2018

One of the common threads of a mobile workforce is that many individuals who leave their jobs are faced with a decision about what…

What Lenders Require in Today’s Economy

Posted on August 30, 2018

In a tough economy, the availability of business credit remains tight. Financial institutions are cautious and highly skeptical of…

Get Ready for Due Diligence Long Before a Sale or Merger

Posted on August 30, 2018

It may seem odd, but as soon as you start up a business,  you should begin preparing the documentation needed to sell or merge with…

Take a Page Out of History — and Collect a Valuable Tax Break

Posted on August 29, 2018

Whether you realize it or not, you may have the chance to "make history." If you renovate investment property that qualifies as an…

How to Handle a Vacation Home When Estate Planning

Posted on August 29, 2018

When people own something of sentimental value, they are sometimes unsure of how to pass it along to their heirs. This can happen…

Are You Owed Money from a Business that Filed for Bankruptcy?

Posted on August 29, 2018

Suppose you've been doing business with a company that owes you money or has been late in paying for services. You might have even…

Should You Borrow from Your 401(k)?

Posted on August 29, 2018

The average credit card balance in June 2015 was $15,706, down from its peak of $18,600 in early 2009.¹ With the average credit…

LLC: A Blueprint to Limit Liability and Cut Taxes

Posted on August 29, 2018

There is generally no one legal structure that works best for all businesses. The most favorable choice depends on a number of…

Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.

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