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The need for estate planning is essential for small business owners who have most of their personal fortune tied up… Read More
Estate Planning Pitfall: You Don’t Have a Residuary Clause in Your Will
You may spell out specific bequests in your will, such as giving your grandchild your prized collectibles or dividing up… Read More
Estate Planning Pitfall: You Haven’t Provided a Password List To Relatives
If you’re like most people, you’ve probably encouraged your elderly relatives to list of all their assets and contact information,… Read More
Family Advancement Sustainability Trust: A Flexible Trust That Can Achieve Many Estate Planning Goals
While, ultimately, you create an estate plan to meet technical objectives, such as minimizing gift and estate taxes and protecting… Read More
Attention Business Owners: It’s Time to Talk About Estate Planning
If you’re a small business owner, you probably don’t have a minute to spare in your busy workday, especially if… Read More