Having an estate plan ensures that your assets, interests, and those you care about are protected after you die. Unfortunately, many individuals make costly mistakes without proper advice and guidance from a qualified estate planner. Beyond undermining your intent and…
As you start to plan for your future, both in terms of financial affairs and health care needs, you may wonder what estate planning and elder law entail and how they differ. Estate planning and elder law also have some…
A spouse's death is a life-changing experience emotionally, spiritually, and often financially. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a complex financial situation with more questions than…
In most cases, people's lives follow predictable patterns. Your concerns are probably different at 60 than they were at 40. You may be looking at retiring soon, considering the potential for needing long-term care, or leaving your assets to the…
Small business ownership involves a lot of logistical and financial decisions. Having a succession plan prior to retirement, disability, or death is one of the most important decisions. There are five common approaches to transferring ownership of your business, no…
Limited liability companies (LLC) fall between partnerships and corporations in their structure. A hybrid legal entity such as an LLC is well known for its financial management benefits, yet LLCs can also serve as a powerful estate planning tool for…