Nearly everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes and changes to legislation that may affect the security of your loved ones in the event of your incapacity or death. What many…
Sadly, many Americans put off estate planning or ignore it altogether. When it comes to protecting your family and assets, however, there are some estate planning mistakes you cannot afford to overlook. Below are five of the most common estate…
There are many unexpected changes that can cause an otherwise successful business to suddenly change direction. A buy-sell agreement can help business owners prepare for events such as death, disability, divorce, retirement or disputes between owners. Speaking with a business…
If you are a member of a Limited Liability Company (LLC), you may have special responsibilities to the company and the other members. These responsibilities are called fiduciary duties. They generally require members or managers to act honestly, exercise appropriate…
There's an entire category of commonly overlooked assets to consider when creating an estate plan: digital assets. Don't worry if you did not consider these assets when you made your will or trust. It is surprisingly common. Fortunately, you can…
The holiday season is a time to enjoy friends, family and loved ones. It can also be a time to think about your financial circumstances and the spirit of giving. If you have reached a point where you have enough…
The holidays are right around the corner, bringing us opportunities to gather with family and loved ones. It is a time to slow down, catch up, and enjoy quality time together around the dinner table. It is also a great…
If you are part of the “sandwich generation”, you may be caring for both your children and your parents at the same time. If so, it is important to know whether your parents have an estate plan. Your parents have…
Fall, generally late October or early November, is when many employers send employees information about their benefits and provide an opportunity to enrol or make changes. These benefits may include retirement plans, health care, dental and vision coverage, short- and…
With the fall season approaching, it is an excellent time to review your legal and financial affairs. A regular review can help ensure your planning still reflects your circumstances, wishes and responsibilities. Use the checklist below to identify areas that…