18 01, 2019

3 Asset Protection Tips You Can Use Now

By |2019-01-14T19:21:26+00:00January 18th, 2019|Categories: Business Formation, Business Planning, Estate Planning, Questions, Taxes|Tags: , , , |0 Comments

A common misconception is that only wealthy families and people in high risk professions need to put together an asset protection plan. But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can cause a monetary judgment that will decimate your [...]

16 01, 2019

Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away

By |2019-01-14T17:20:42+00:00January 16th, 2019|Categories: Business Planning, Estate Planning|0 Comments

Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family. Proactive financial planning -- including your business and your estate plan -- is key. Below are tips on [...]

14 01, 2019

Why Your Estate Planning Project Must Morph into a Process

By |2019-01-14T16:13:26+00:00January 14th, 2019|Categories: Estate Planning|Tags: , , |0 Comments

Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off your list is a common approach [...]

14 12, 2018

Wills vs. Trusts: A Quick & Simple Reference Guide

By |2018-12-14T10:47:38+00:00December 14th, 2018|Categories: Estate Planning, Trust, Will|Tags: , , , |0 Comments

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact attorneys like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a conservatorship and guardianship. A revocable [...]