Consultation Request – Thank You2023-10-29T17:40:00-04:00

Estate Planning for Entrepreneurs and Business Owners

Success in business requires planning, commitment, and a strategic approach. Many new businesses take at least two or three years to turn a profit and twice as long to truly hit their stride. If you’ve created a business, you know [...]

Avoid Guardianship With a Durable Power of Attorney

A guardianship or conservatorship protects the interests of an adult who can no longer make decisions for themselves. A guardian or conservator is someone (or several people) with the legal authority to make decisions and act on behalf of another. [...]

Don’t Forget to Fund Your Revocable Trust

Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust. Revocable trusts are an effective way to avoid probate and provide for asset [...]

How Life Insurance Is Involved in Estate Planning

At first glance, life insurance may not seem related to the distribution of money and property in your estate plan. However, it can be an integral and important part of a well-drafted estate plan. In addition to providing a sizable [...]

11 Reasons You Need to Create an Estate Plan

Many people think estate plans are only for the very wealthy seeking tax benefits, or they delay creating one because they feel too young. Others don't see the importance of an estate plan or find the topic too morbid. However, [...]

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