Questions First Responders Must Consider to Best Protect Their Loved Ones
Being the first one on the scene can come with many different risks. We are dedicated to protecting our first responders and their loved...
Types of Life Insurance and How They Can Be Used in Estate Planning
Many of us do not start thinking about life insurance until we get our first full-time job and the company’s human resources...
Estate Planning Awareness Week: The Importance to You and Your Loved Ones of Having an Estate Plan
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House...
Picking Up the Tab: Evaluating Options to Finance Your Business
With myriad funding options available, businesses should consider these when deciding which are the best match for their needs.
Does Your Life Insurance Protect Your Beneficiaries' Interests?
Life insurance is an important estate planning tool, but requires certain protections in place to guarantee that your plan goals are met.
Taking Care of Your People - What to Know about Setting Wages and Salaries
Running an effective and profitable business successfully without good employees is hard. Finding good employees without offering them...
Some Fundamentals You Should Know about Life Insurance
Part of protecting those you care for when you die is making sure that a proper estate plan is in place. While having a plan is...
Bringing the Kids Onboard? Considerations for Small-Business Owners looking to hire their children
Hiring your kids to work in the family business can be a dream come true for many moms and dads, and if planned properly, it can be a...
Planning Your Estate when Single: Myths and Questions
As I continue to counsel single individuals on the benefits of having a plan in place should they unexpectedly become incapacitated (or...
Withholding payment from employees is not only stupid, it's usually illegal
Paying employees is among the top legal obligations of employers. Whether due to financial difficulties or worker conduct, not only is it...
Questions to Ask When Hiring a Fiduciary
A comprehensive estate plan consists of several documents that accomplish three important things. First, they lay out your wishes for the...
Handling Conflicts in Family-Owned Businesses
If you’ve veer owned or worked in a family-owned and operated business you’re no stranger to the strange blending of personal and...
Why Singles Should Worry about Estate Planning
If you’re unmarried or not in a long-term relationship, you may feel overwhelmed when you think about who will step in and make decisions...
Common Pitfalls in Family-Owned Businesses
Working with family in a family-owned business presents unique challenges that can cause lasting damage to both if not properly managed.
The Thought That Counts: Making Gifts Your Family Will Love but the IRS Won’t Tax
Be sure to take advantage of tax-free annual exclusion, medical-payment, and educational gifts for the benefit of your loved ones.
Kids Going Away To College? Why Estate Planning Should be Part of the Preparation
You may have been running around for weeks, getting your new college student off to school. It's exhilarating, and your heart likely is...
Answering Common Questions of Senior Citizens
According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from...
Basis: What You Need to Know
“Basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is better...
