Congratulations on becoming a new parent! You’ve gone through your new parent checklist and crossed off all the to-dos. Have a wonderful baby name? Check. Baby-proofed the house? Check. Got cradle and diapers? Check. Got an estate plan in place? Estate planning...
Your estate plan should address all of your personal and business needs. There are many assets to consider when creating a secure financial future for you and your family. If you want to transfer your retirement accounts to loved ones, then you’ll need to know the...
It’s the beginning of the New Year and, if you’re like most other people, you’ve probably made some resolutions. Eat healthier, exercise more, quit smoking, save money, or maybe even finally get around to planning your estate. Great! Making a resolution to get your...
Creating an estate plan protects you and your family’s financial future. Using living trusts lets business owners transfer ownership of the business easily and without disruptions to your business. An estate planning attorney can help you transfer your business or its...
The New Year is just around the corner and we can hear it already: this is the year I’m going to get my financial life in order. But, like similar resolutions promising healthier diets and more consistent workout schedules, the resolution to get finally organized is...
Recent Comments