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If you are a regular reader of our blog postings, you know that we feel strongly that significant inheritances should be passed on to spouses…

Our estate planning always includes planning for a client’s potential disability and particularly mental incapacity and the inability to manage their financial affairs. Statistics say…

The Federal Criminal Enforcement Network (FinCEN) has recently introduced a Beneficial Ownership Information Reporting Requirement that affects all U.S. businesses. This mandate was designed to…

Owning a business is a lifestyle that can impact every area of a person’s life. The impact is uniquely felt within a marriage. Married business…

If you have completed an estate plan, have you given much thought to how your intended beneficiaries will discover its location or contents?  We are…

If you’ve been appointed as an Independent Executor, you are responsible for administering the estate of a person who died, which generally includes: (1) gathering the…

It has always been my belief that it “takes a village” to raise children and grandchildren.  To me, that means that different perspectives, skills or…

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

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

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