Beyond Assets: The Power of Ethical Wills
What do you hope to leave behind for your loved ones? Beyond the financial aspect, how do you hope your legacy will be felt and remembered?
Retirement Planning for Business Owners
Retirement Planning for Business Owners. Retirement planning requires more effort, foresignt and stategy. What you need to know to ensure your strategy alings with your overall estate plan.
Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Is Indispensable for Business Owners
As a business owner, your responsibilities likely encompass the company’s day-to-day operations and planning for its future growth and profitability. However, incapacity can strike unexpectedly and create chaos in your business if you have no contingency plan in place.
Rewarding Employees: Selling Your Business Through an MBO or ESOP
What you need to know if you want to sell your business to employees through an MBO or ESOP.
Regifting Day: Regifting for Your Future
Regifting Day reminds us of the value of intentional giving and importance of considering not only waht we give but how it will be received. In estate planning some gifts can be regifted, revised or exchanged while others are final.
Estate Planning Strategies That Can Jeopardize the Homestead Exemption
Estate Planning Strategies that can jeopardize the Homestead exemption on your property.
Estate Planning for Veterans
Estate Planning for Veterans. What documents are needed and what should be considered?
Veterans – Your Guide to Planning Essentials
Guide for Veterans to ensure they have the estate planning essentials needed.
International Inheritance Laws: What US Residents Need to Know
International Inheritance Laws and what US residents need to know.
If I Leave Someone My Home, What Do They Really Get?
If I leave my home to someone when I die, what do they really get?
If You Own Property This Way, You May Accidentally Disinherit Your Own Children
If you own a home or other property or accounts with someone, depending on the type of ownership you could accidentally disinherit your children.