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...
Category: Estate Planning
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...
July 8, 2018
Retirement Planning for Business Owners
For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA...
June 17, 2018
WHY ONLINE, “COOKIE-CUTTER” OR “CUT-AND-PASTE...
Penny Wise and Pound Foolish In all but the simplest scenarios, do-it-yourself estate planning is risky and can become a costly substitute for...
March 12, 2018
How You Can Build an Estate Plan that Include...
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg....
October 13, 2017
Inheriting Money at a Young Age is Never a Go...
Whitney Houston’s estate was worth approximately $20 million when she died – plenty to meet the needs of her only daughter – Bobbi Kristina....