What is a Spousal Trust?
As we build out estate plans for our clients, one [...]
3 Types of People Who May Want to See Your Business Plan
Your business plan isn’t something you’ll spend a lot of [...]
What is Key Person Planning for a Business?
Key person planning is one of those aspects of running [...]
How Does Asset Protection Work in Estate Planning?
How do asset protection and estate planning go together? At [...]
Do You Need a Lawyer for a Buy Sell Agreement?
One question we are asked often is if a lawyer [...]
3 Times an Attorney Should Review Your Business Documents
As a small business owner, you’re busy! You’re most likely [...]
The 3 Groups Who Need Estate Planning the Most
In our opinion, everyone needs to go through the exercise [...]
A Simple Guide to the Probate Process
Probate is the legal process that recognizes a decedent’s will. [...]
Five 2019 Tax Credits to Make Sure You Explore
Wondering what 2019 tax credits to consider as you prepare [...]
Should I Open a Trust?
A lot of our clients come to us with this [...]