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...
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...
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...
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...
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...
July 29, 2019
SPECIAL NEEDS TRUSTS: YOUR QUESTIONS, ANSWERE...
“What are Special Needs Trusts (SNT)?” Firstly, a trust is created when property (real estate, finances, tangible items) is managed by a...
July 22, 2019
Can I Make Estate Plans Without My Spouse?
The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances, tax obligations,...
July 14, 2019
Executing “Financial Powers of Attorney”: Wh...
The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the...