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West Valley National Bank Blog


Estate Planning

Sep 24, 2014
Estate Planning    A popular misconception regarding estate planning is that only the wealthy need to be concerned about the transfer of their assets. In reality, everyone should determine their goals and objectives for the transfer of their estate. In the event of your death, having a plan that clearly documents how your assets are to be distributed and who is to receive those assets is extremely important. Through estate planning, you can help ensure your wishes are carried out as you intend.  There are many types of estate planning tools, and your estate planning attorney can help you determine which tools are most appropriate for your situation. One valuable tool in estate planning is…

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So how do we position ourselves for the right associate and how do we find that person?   Doing the groundwork    The first thing that we need to know, is that the best practices find the best associates and the best practices have done their homework and are prepared to present their practice in a powerful way.   I have many clients who are preparing for an associate by doing the practice financial planning for their practice now. The reason for this is: that in order for us to know whether the practice can support an associate we need to know the current value of the practice and how the practice would be affected (positively or negatively) by the entry of an associate and ultimately…

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There are no short cuts when it comes to proper dental hygiene.  You have to take your oral health seriously right from the start.  If you don't, there will be a price to pay.    The above statement ..."there are no short cuts" applies, not only to the average brusher, but also directly to companies looking to remodel an existing dental office or move into a new build-out.     Cutting corners will significantly impact the overall project experience, quality, appearance and cost.   While Sonoran Crest Development isn't an expert on oral hygiene it is highly experienced regarding medical tenant improvements and how the process needs to work to ensure value to the client and to the overal…

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Diagnosing the Risk: Affirmative Action Obligations for Health Care Providers   Health care providers have long lived in a world of acronyms, but in recent years, a new acronym has arisen in connection with many health care-related headlines: OFCCP.  The OFCCP is the Office of Federal Contract Compliance Programs, a division of the U.S. Department of Labor that enforces various employment-related obligations for federal contractors and subcontractors. The extent to which health care providers are subject to the OFCCP's jurisdiction remains a hotly debated issue, and the stakes are high. Companies that have a federal contract or subcontract must comply with myriad obligations, from listing…

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