Nearly everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and any changes to legislation that may affect the security of your loved ones in the event of your incapacity or death. What…
Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the issue - at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are…
There are many unanticipated changes that can cause your otherwise successful business to suddenly change direction. Being prepared with a buy-sell agreement can help you weather through events like a divorce, disability, irreconcilable dispute, or an unexpected death. What is…
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan. While it is…
LLC Members: What You Need to Know about Your Fiduciary Duties As a member of an LLC, you may owe a fiduciary duty to the company. The two key fiduciary duties are the duty of loyalty and the duty of…
There's an entire category of commonly-overlooked legacy to consider - digital assets. Don't worry if you didn't consider these assets when made your will or trust - it's surprisingly common and, luckily, easy to correct. What are digital assets? They…
The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a point in your life…
The holidays are right around the corner, bringing us opportunities to gather with family and loved ones. It is the time to slow down, get caught up, and enjoy quality together-time around the dinner table. It is also a great idea…
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan. While it is…
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care,…