Start Planning For Your Small Business Succession
Being a small business owner is hard. You’ve worked long and hard to get where you are. After your business is successful, it’s time to think about what would happen…
DetailsPay Your Beneficiaries Instead Of Uncle Sam
You’ve worked hard all your life and accumulated a nice house, bank accounts, and valuable personal property. And you’d like as much of this as possible to go to your…
Details
Your Legal Will & Specific Gifts: Best Practices
Your last will and testament is one of the most important documents you will ever sign and, better yet, you get to decide what goes into it! When it comes…
DetailsLove After 65 – Boomer Marriages Can Trigger A Life Plan Review
Blended Marriages Are Very Common Today, Especially Among Baby Boomers And with those new marriages come a lot of decisions – where will the wedding take place, where will they…
Details
5 Critical Estate Plan Documents Every College-Bound Kid Needs
For Many College-Bound Kids This Is The First Time They’ve Lived Away From Their Parents It’s an exhilarating and frightening time with lots of new experiences and things to learn.…
DetailsThe Out Of State Executor
I’m An Out Of State Executor – What Do I Do? When someone dies they don’t take their possessions or money with them. Instead, their property is distributed according to…
Details
Procrastination & National Estate Planning Awareness Week
Sometimes It Seems Like Procrastination Is Our National Pastime We often add tasks to our to-do-lists, then ignore them. If you’ve been putting off putting together a plan to handle…
DetailsLegally Avoid Probate With Advanced Planning
Wouldn’t it be great if your family didn’t have to go to court to settle your estate? It’s possible to legally avoid putting your estate through probate or at least…
Details
The Complete Package – Docs That May Be Part Of Your Estate Plan
People often talk about estate planning. We even hear about it on the news, especially if someone’s plans have gone wrong. But what does the term really mean? What kinds…
DetailsDo I Need A Power of Attorney?
What Advantages Does A Power Of Attorney Give? It can be confusing knowing which planning documents are needed for what and which are needed, when. The thing is, most documents…
Details