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...
If you have been following our series this month, you know that we have been focusing our blog posts on the most common documents that comprise an Estate Plan. So far we have discussed Wills and Powers of Attorney. This week, we will look at one of the most critical...
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...
During the month of April, we are going to focus our blog posts on the most common documents that comprise an Estate Plan. We will begin with the document that most often comes to mind when someone is considering Estate Planning, a Last Will and Testament. If you are...
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...
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