With the school year behind us, it is time for many families to make preparations to send children away to college. This is always a special time, but after a COVID school year, the idea of being able to celebrate these milestones is more thrilling than ever. If...
Striking the right balance between your goals and those of your family can be one of the trickiest parts of Estate Planning, even more so when you are a business owner. Today, I’ve invited Denis Brown of Pace Capital Advisors to share his expert knowledge on...
During the month of April, we are going to focus our newsletters on the most common documents that comprise an Estate Plan. In last week’s newsletter we discussed Wills. This week we will look at a document essential to your Estate Plan, the Power of Attorney. Estate...
A small business owner or owner of rental real estate has exposure for liabilities arising from the operation of the business or from the real estate. To provide protection from that liability, owners will often create a corporation or a limited liability company...
We live in a society that files some 70,000 lawsuits per day, many without merit. The high legal costs of defending a frivolous lawsuit often force defendants who have done nothing wrong to pay an out of court settlement. The first step to protection is insurance,...
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