Creating an estate plan is a big step toward making sure your family members are taken care of...
When Should You Update an Estate Plan?
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Special Needs Planning
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...
In Can Help For Children to Have Outside Work Experience
You own a family business. For your child’s entire life, you have assumed they would take over...
Update All Beneficiaries at the Source, Not in Your Will
Do you have any financial documents with a beneficiary, e.g., a life insurance policy? Maybe you...
3 Interesting Modern Business Succession Topics
The business world is changing, and that can impact a family’s succession plan. When much of the...
4 Estate Planning Questions to Get Started
Estate planning is something you have never addressed because you just did not know where to get...
A Concerning Trend Shows Women Don’t Make Financial Decisions
Are you married, in an opposite-sex marriage? If so, how do you and your spouse make financial...
Estate Planning After Getting Married Again
You got married 20 years ago, had children and got divorced. Now you’re getting married again. Is...