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Articles View: estate planning

September 20, 2023
12 Estate Planning Must Dos

With all the considerations involved with estate planning, you may feel that the documents you executed years ago are more than enough. Yet circumstances change and life moves much quicker than we all expect. It’s important to have your estate documents reviewed by an estate attorney every 10 years or so. Here are 12 points that you should cover in your review.

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September 20, 2023
Talking to Your Kids about Your Finances

Communicating openly can help everyone prepare and plan for the future. This isn’t always as easy as it sounds. Many parents find it uncomfortable and are overwhelmed with where to start. Yet often, just discussing and thoughtful planning gives your whole family a sense of relief. Here are some tips to help you gather pertinent information and get the talking headed in the right direction.

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December 8, 2022
The ABC's of Estate Planning

There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone so that a court doesn’t end up making decisions about your assets and your heirs for you. By taking these steps now, you can help insure that your intentions will be followed and that provisions will be made for your loved ones when you are gone.

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May 3, 2022
Lessons from Johnny Depp's Other Lawsuits

Protecting your assets is a very important part of any estate planning. With about 40 million lawsuits filed in the U.S. each year, protecting your family’s legacy and assets is getting harder and harder. There are a lot of lessons to be learned from Depp’s experiences.

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June 30, 2020
A Business "Will" can Go a Long Way

Planning for the transition of the business you have spent many years building is not an easy task. However, taking steps now to prepare a business "will" and the accompanying documents can help ensure your business continues according to your wishes. A business will is essential for sole proprietorships and partnerships because they must cease operation upon the death of an owner or partner. 

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January 4, 2020

The SECURE Act has wide-reaching impact The “Setting Every Community Up for Retirement Security Act”, or SECURE Act, was signed into law on December 20th, after passing with bipartisan support (97% of the house, and 71% of the senate).  Whether you are an employee with a 401(k) or a small business owner providing retirement benefit […]

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