Caring for Your Aging Dad as You Approach Retirement

Caring for Your Aging Dad as You Approach Retirement

Caring for Your Aging Dad should be planned before it becomes an emergency. Talk with your father and find out what is important to him. Let him know that an estate plan will help the people he loves as well as protect him.

How Do I Plan for Taxes after Death?

How Do I Plan for Taxes after Death

Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.

What are Benefits of Putting Money into a Trust?

What are Benefits of Putting Money into a Trust

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.

Is Your Incapacity Plan in Place?

Is Your Incapacity Plan in Place

You may lose the ability to manage your own affairs as you grow older. Therefore, it’s necessary to have an incapacity plan in place.

Is Succession Planning Necessary for Family Business Entities?

Is Succession Planning Necessary for Family Business Entities

While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.