One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition becomes serious. Likewise, it is important for your estate plan to get a regular check-up to address changes in your life circumstances or in the law to ensure that optimal plans are in…
In the midst of uncertainty it’s hard not to feel like things are out of control and everything is out of your hands. Our office has been inundated with questions from people asking what they can do NOW to protect their family and to get their affairs in order. Get organized– Do you know exactly…
A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, and top snowballs, as well as “arms” and a “face.” If any of these are left out, the snowman can look a little odd! The…
Navigating the family business into the next generation takes planning. Unfortunately, only 30% of all family-owned businesses survive into the second generation. It is important to have a succession plan in place to ensure the business thrives in the second generation. This plan should include taking into consideration each of the following: 1. Alignment of…
