The right estate plan gives you peace of mind in knowing that personal assets are protected for the benefit of loved ones in the future. But business owners have unique needs when it comes to protecting their assets. Knowing how […]
Estate Planning
16th April 2018
Succession Planning for the Family Business
Owning a successful family business is a rewarding experience. But there comes a time when owners must pass their businesses on to a successor. This presents a new set of challenges that must be addressed early on to avoid costly […]
Assets , Estate Planning
19th March 2018
Keeping and Protecting Assets Through Challenging Financial Times
The financial future of you and your family can be at the mercy of an ever-changing economy. Financial challenges, economic downturns, and other factors impact the value of your assets and your estate plan. When facing financial hardships, you need […]
Assets , Estate Planning , Probate
18th January 2018
Knowing Which of Your Assets Will Have to Go Through Probate
Considering probate requirements is essential to developing a sound estate plan. Probate allows a person’s will to be reviewed in order to establish its validity. It includes the processes related to executing a will and determining how assets will be […]
Estate Planning , Wills
21st December 2017
Why Does Your Will Need to be Updated?
Your will is an essential part of your estate plan. But wills must be updated over time in order to ensure that your assets are fully protected for the benefit of your loved ones. Knowing why your will may need […]
Estate Planning
16th November 2017
Why You Need to Include Disability Protection in Your Estate Plan
Estate planning protects the wellbeing of you and your family. Working with an estate planning attorney makes it easy to address the many aspects related to your health and financial future. The risk of disability rises as individuals move into […]
Estate Planning
19th October 2017
Why Having a Master Strategy for All of Your Assets is a Good Idea
There are many strategies and tools used to protect your assets in estate planning. But having a “master strategy” for all of your assets is the best way to ensure that they are fully maximized for the benefit of you […]
Estate Planning
21st September 2017
A Lack of Records May Be Your Executor’s Worst Nightmare
The executor’s role in estate planning is critical to the future of your assets and its ultimate distribution. Executors fulfill a wide range of duties that protect your estate and ensure that you avoid estate planning mistakes. But executors can […]
Estate Planning
17th August 2017
Maximizing the Value of Your Business Before Your Death
Protecting the future of your estate and its assets establishes the financial wellbeing of you and your loved ones. It requires the use of a wide range of estate planning strategies. But this process is even more complex for business […]
Estate Planning , Wills
20th July 2017
When Asset Distribution Goes Wrong: Preventing Improper Disposition of Your Assets
The right estate planning strategies establish lasting financial protection for you and your family. But there are common mistakes that can arise if you aren’t familiar with the basic principles of asset planning. When assets are incorrectly designated to the […]
