Generally, when we have clients come in who are self-employed, we ask that they provide us with a profit and loss statement for their business. The bankruptcy court looks at the last six months before filing. I’ll generally ask clients just to put together a simple revenue versus expenses, profit and loss sheet, and that’s basically how we come up with the income
Estate Planning Resolutions for 2026: What Documents Do You Need?
As the new year begins, many people focus on improving their lives with health goals, financial planning, and relationship resolutions. However, one area that often gets overlooked—but is critically important—is estate planning. January is the perfect time to...