Estate Planning

Retirement Planning for Business Owners

Posted on: July 10th, 2018
For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires a proactive approach and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also planning for the business itself. Who will run the business after your retirement? Additionally, your estate plan must integrate into your retirement and business transition strategy....

Declare your Independence from Court Interference!

Posted on: July 3rd, 2018
While the rest of the nation celebrates its independence on July 4th, you can rest assured that you too can declare independence for your family --from court interference....

Joint Tenancy Pitfalls: The ‘Simple’ Fix that Can Leave Your Family Broke

Posted on: June 26th, 2018
There are many ways to own your assets. When you die, it is only natural that you want your family to share in the bounty of your hard work. As a way to simplify the transfer process and avoid probate, you may be tempted to add a child or other relative to the deed or bank account utilizing the ownership type of joint tenancy with right of survivorship (JTwROS). However, while this type of ownership delivers a lot of potential benefits, it may also be masking some dangerous pitfalls....

Finding the Right Fit: Questions For Prospective Wills and Trusts Attorneys

Posted on: June 21st, 2018
It goes without saying that estate planning is incredibly important and is more than just having a will or a trust. Estate planning offers a sense of security for you and your loved ones that your wishes will be carried out. With such an important and personal endeavor, selecting the right Wills and Trusts Attorney is crucial....

3 Tips For Every New Homeowner

Posted on: June 12th, 2018
Congratulations on the purchase of your new home. Whether this is your first home or an upgrade or downsize, the purchasing of a home is a big event in your life. When these major changes occur, it is important you are properly prepared....

The Biggest Threats to Successful Estate Planning

Posted on: June 5th, 2018
Poor estate planning is a recipe for disaster. While having your estate planning documents prepared is the first hurdle to overcoming disaster, there are several threats that lurk around the corner that might derail your wishes....
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