As you’ve probably noticed by now, we’re in the midst of great economic shifts. The roller coaster...
How to Protect Assets During a Recession
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Estate Planning
Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations
If a friend or family member has asked you to serve as trustee for their trust upon their death,...
The 5 Essential Document of Estate Planning
There are five essential documents you need to have in place to ensure that your family and assets...
Estate Planning for Doctors
Doctors work hard, they work long hours, and they have a fairly selfless job in which they take on...
Advantages You Get with a Multi-Generational Business
A multi-generational business is a family business in which members of two (or, in some cases,...
Chronic Illness Can Influence Estate Planning
Do you suffer from a chronic illness? Whether it is severe or mild, you want to consider it...
When Should You Update an Estate Plan
Creating an estate plan is a big step toward making sure your family members are taken care of...
Bringing Children Into Your Company Can Be Difficult
Conventional wisdom says that business succession planning should start with bringing a child into...
With Grandchildren, Money Left May Be Money Spent
All of your life, you’ve worked hard to save your assets and put money aside. Now that you’re...
Estate Planning for a Child with Special Needs
If your adult child has special needs, he or she may be eligible for some government assistance...
Questions to Ask When Passing a Business to Your Family
Your company has thrived over the course of your life, and you want to leave it to your family....
You Must Consider Your Finances When You Start a Family
Starting a family is not a financial decision. You do it because you love your spouse, you love...