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Who’s On Your Team?

Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die.

It is about coordinating all aspects of your life so you can be taken care of during times when you are unable to care for yourself, and ensuring your money and property are distributed to the individuals you have selected upon your...
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Estate Planning & Administration
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New Year, New Decade, New Estate Plan

New Year, New Decade, New Estate Plan

You may think that your estate plan is something you already checked off your to-do list years ago.

But the truth is that it’s not realistic to think that something you drafted years or even months ago still works for your current situation. To illustrate just how much can change since you last looked over your...
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Estate Planning & Administration
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To Keep or Not to Keep: Required Record Keeping for Your Business

To Keep or Not to Keep: Required Record Keeping for Your Business

Whether you’re a large, enterprise-level corporation or a small two-person partnership, good record keeping is critical to running a successful and efficient business.

Regardless of your business structure - sole proprietorship, partnership, LLC, or corporation, record keeping is your responsibility. Some types of records will help you to keep track of business details and plan for...
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Business, Business Planning
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529 Plans – What You Need to Know

529 Plans – What You Need to Know

If you have kids, you probably anticipate that they will pursue some sort of post-secondary education such as college or trade school or certification.

You have probably also thought about saving to help them pay for their education, but do you have any idea how much you might need to do this?   According to U.S. News and...
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Estate Planning & Administration
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