Six Reasons to Revise Your Estate Plan
For your estate plan to meet your needs, it must be kept up to date. We recommend having your plan reviewed at least once every two years, but there are certain situations where you should have your plan...
Estate Planning Fundamentals
Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most commonly used tools and brief descriptions of their purpose. ...
The Importance of Business Planning
If you want to start a business of your own, or are in the early stages of doing so, you are no doubt feeling a certain amount of stress. Your business will require a great deal of time, money and "sweat,"...
Four Reasons You Might Want to Use a Corporate Trustee
A trustee can be one person, multiple people, or what is called a "corporate trustee," such as a bank or trust company staffed by people who manage and grow trust assets. People name corporate trustees...
Here's What Can Happen If You Don't Have an Estate Plan of Your Own, Continued
In this post, we'll continue our discussion of why everyone needs an estate plan. ...
Here's What Can Happen If You Don't Have an Estate Plan of Your Own
We often discuss the benefits of estate planning. However, a discussion of what can happen when a person fails to plan is perhaps a more powerful way to stress the importance of proper planning. Let's...
Protecting a Child's Inheritance
A number of our clients have expressed concern about protecting the inheritances of their children. Sometimes, they worry about the security of a child’s job and what will happen if he or she loses that...
Planning Tips for the New Year, Continued
Here are some additional planning tips to bring you peace of mind in the new year. ...
Planning Tips for the New Year
It’s impossible to predict what the new year has in store for us. However, if you follow some (or all) of these tips, 2020 should bring you greater peace of mind. ...
An Introduction to Special Needs Trusts
For many families with a special needs child, a special needs trust is one of the most important components of the family's overall estate plan. A properly designed and implemented special needs trust...