You own a family business. For your child’s entire life, you have assumed they would take over...
In Can Help For Children to Have Outside Work Experience
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Trusts
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...
Staying in Your Home to Leave it to Your Children
You want your children to have your house after you pass away. However, you do not want to give it...
Do Employees Stay As Your Business Changes Hands?
As you prepare to move on from your business, you start thinking about your employees. Do they now...
The Terms of a Trust Specify How the Money Can Be Used
When creating a trust, you likely have a specific goal in mind. How the trust accomplishes that...
Misconceptions about Estate Planning
Estate planning is important, but many people don’t do it. Often, the reason is that they have...
Do You Think of Estate Planning as an Issue for Women?
When you think about estate planning, who do you think it should focus on the most? Do you think...
Small Business Statistics in the United States
If you’re planning to pass a small business on to your children, you cannot understate how...