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Home / Blog

Blog

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June 30, 2023

Investment and Distribution Trustees: Why Wou...

When creating a trust, it is common to name yourself as the initial trustee who is responsible for all aspects of administering the trust. However,...

September 5, 2020

3 Simple Ways to Avoid Probate Costs

The bad news: When a deceased person’s estate (all of their money and property) has to go through probate (the court-supervised process of...

July 28, 2020

Estate Planning for Franchise and Multilevel ...

Franchise and multilevel marketing (MLM) businesses are often attractive because they offer people the chance to start a small business with a...

June 7, 2020

How to Help Your Loved Ones (and Assets) Avoi...

Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly...

May 26, 2020

5 Reasons You and Your Business Partner/ Best...

You and your BFF have an understanding. You think alike and you’ve decided to go into business together. Everything is informal because you and...

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May 6, 2020

Can a Non-U.S. Citizen Create an Estate Plan ...

The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the...

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February 25, 2020

Surprise! You Can’t Easily Disinherit Your Sp...

Believe it or not, in the U.S. it is not easy to disinherit your spouse. But the same is not true for other family members – generally, you can use...

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September 4, 2019

When Should You Use a Stay Bonus Agreement?

Hands dropping coins Do you have certain key employees who help make your family business a success? Keeping those employees may be essential to a...

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August 12, 2019

Kids Going Away To College? Why You Should In...

You may have been running around for weeks, getting your new college student off to school. It’s exhilarating, and your heart likely is bursting at...

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