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If you missed August’s National Make a Will Month, don’t worry! The creators of our national holidays clearly understand the…

How do you make sure that your estate plan will keep up with your ever-changing life?  If you have experienced…

Going into business for yourself is a risky endeavor. From investing in goods and services and hiring employees to simply…

Going into business for yourself is a risky endeavor. From investing in goods and services and hiring employees to simply…

If you have discussed estate tax-saving tools with your attorney or financial team, chances are you might have come across…

One of the comments we often hear from clients is that they just want something simple.  And yet when they…

Of the many obscure “holidays” now nationally recognized, we think August’s national “Make a Will” month is a particularly important…

From the beginning, you have had a plan for your business to succeed. You set goals and developed solutions to…

If you have decided to start a business and are researching the available business entity types, you may repeatedly come…

For years, we have used lifetime gifts to irrevocable trusts for clients with large estates. Assets gifted to an irrevocable…

As a business owner, you may consider using social media to enhance your business’s engagement and reach. One way to…

We frequently recommend limited liability companies (LLC) to our clients as a flexible entity structure among small business owners that…