Darcee

About Darcee Ayers

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So far Darcee Ayers has created 3 blog entries.

How Does Your Company Keep Score?

By |2019-08-29T21:16:40-05:00August 14th, 2019|Advisory, Change, Goals, Value|

  To keep score of anything, you have to identify the triggering event. It can be a ball going through the hoop or matching up numbers on a bingo card. In a business environment, a company may have hundreds of triggering events, also known as Key Performance Indicators (KPIs). Measuring KPIs will provide a value [...]

Highly Appreciated Assets: Should You Keep it, Sell it, or Die with it?

By |2019-01-16T09:51:09-05:00January 9th, 2019|Accounting, Agriculture, Estate Planning, Executor, IRS, Preparation, Tax, Tax Reform, Value|

Keep it, sell it, or die with it may seem like strange choices, but with highly appreciated assets, those may be the very choices that need to be considered.  Examples of highly appreciated assets include real estate and stock investments which have gone up significantly in value.   Let’s look at an example.  To Sell Or [...]

5 Reasons to Utilize a Trust in Your Estate

By |2018-12-14T14:24:43-05:00November 2nd, 2018|Change, Deductions, Estate Planning, Long-Term Care, Preparation, Trust|

Estate Planning can be a tough discussion, but having a trust and will in place when the time comes can help answer the important questions for your loved ones. Your estate plan will outline your wishes for the transfer of your assets when you die.  The written legal document detailing your wishes is usually a [...]