Estate Planning

/Estate Planning

When Last Time Did You Talk to Your Parents About Their Estate Planning Needs?

By | November 20th, 2017|Estate Planning, Small Business, Uncategorized|

The holidays are quickly approaching and many of you will have a chance to see your parents and, for some of you, your grandparents.  This would be an excellent opportunity to discuss your parents’ future and estate planning needs among the loved ones.  Yet, discussing the retirement plans and estate planning needs with your [...]

How Well Are You Prepared to Manage Your Business Risks?

By | November 19th, 2017|Estate Planning, Small Business, Uncategorized|

Every small business owner is faced with various business risks, whether related to an injury, theft, damage to property, employee discrimination claims, or liability suits.  As much as you plan for success, as a business owner, you must have these risks on your radar.  You should be prepared if and when they materialize. What [...]

FOUR EASY STEPS TO PRESERVE YOUR LEGACY

By | September 8th, 2017|Blog, Estate Planning|

When was the last time you asked yourself - “what would happen if I die or become incapacitated”?  Have you asked yourself - “will my children be protected or will my family be able to easily take over my financial affairs?”  “Will my ex-husband or wife be awarded the sole custody of my children [...]

National Grandparents’ Day – September 10, 2017

By | September 8th, 2017|Blog, Business Structure, Estate Planning|

A couple of weeks ago, I was thinking of my grandparents.  Life after retirement could be hard I thought.  Being alone and old isn’t so much fun.  What if we create a day dedicated to celebrating our grandparents?  A national holiday for everyone to visit their grandparents and make them feel special – a [...]

Estate Planning is Vital for Same-Sex Couples

By | May 24th, 2017|Estate Planning|

Same sex couples often face unique challenges when it comes to an estate planning.  Since the states’ intestacy laws have been historically focused on traditional families, same-sex couples may face challenges if one of them passes without an estate plan. Since the United States Supreme Court’s decision to legalize same-sex marriages in June 2015, [...]