Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools available to create the...

Inter-generational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those assets into the future for long-lasting enjoyment....

2019 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: 1. Make Sure Your Estate Planning...

On this Halloween's Eve we are pondering death...payable on death accounts that is.  The spooky truth is that payable on death accounts, or “POD accounts” for short, don't always prevent probate. What is a POD Account? A POD account is a type of bank account...

With the fall season here to signal that the end of 2018 is approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: 1. When was your power of attorney last updated? A power of...

This is Part 4 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan.  In Part 1 of this series we introduced LLCs.  If you missed Part 1 of the series, you can check it...

While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective...

This is Part 3 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan.  In Part 1 of this series we gave an introduction to LLCs.  If you missed Part 1 of the series, you...

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care,...

Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools available to create the...

Inter-generational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those assets into the future for long-lasting enjoyment....

2019 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: 1. Make Sure Your Estate Planning...

On this Halloween's Eve we are pondering death...payable on death accounts that is.  The spooky truth is that payable on death accounts, or “POD accounts” for short, don't always prevent probate. What is a POD Account? A POD account is a type of bank account...

With the fall season here to signal that the end of 2018 is approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: 1. When was your power of attorney last updated? A power of...

This is Part 4 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan.  In Part 1 of this series we introduced LLCs.  If you missed Part 1 of the series, you can check it...

While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective...

This is Part 3 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan.  In Part 1 of this series we gave an introduction to LLCs.  If you missed Part 1 of the series, you...

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care,...