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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 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…

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…

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

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

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

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

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

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