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What You Need to Know About Choosing a Trustee

What You Need to Know About Choosing a Trustee

It's not always immediately clear who should be the person you place your literal trust in to manage your financial affairs, so here are some critical things to consider first.

When a trust is established, the trust owner must name a trustee. That person is responsible for your financial affairs which includes collecting income, paying bills...
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Davis Law Group, Estate Planning & Administration
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3 Asset Protection Tips You Can Use Now

3 Asset Protection Tips You Can Use Now

A common misconception is that only wealthy families and people in high-risk professions need to have an asset protection plan.

But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate your finances.  

What Exactly Is Asset Protection Planning?

Asset protection planning...
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Business, Business Planning, Estate Planning & Administration
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Why Two Heads May Be Better Than One In Estate Planning

Why Two Heads May Be Better Than One In Estate Planning

We rely on our friends, family, and colleagues to help us through life’s challenges.

The people we trust can also be incredibly important when arranging an estate plan. It is critical to appoint a fiduciary to act on your behalf and carry out your wishes should you become incapacitated or pass away. The fiduciary is legally...
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Estate Planning & Administration
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12 Things You Need to Know About Buying or Selling a Small Business

12 Things You Need to Know About Buying or Selling a Small Business

When buying or selling a business there are many issues to consider and ultimately resolve in order to ensure that both parties receive what they have bargained for.

Every transaction is unique and will require the assistance of your attorney, CPA and other trusted advisors, but at a minimum, the following should be considered:
Confidentiality/Non-Disclosure Agreement When entering...
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Business, Business Planning, Business Succession
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