Life insurance is important for income replacement, business buy-outs and succession and tax planning. There are many types of policies and a lot of minutiae that makes everyone but lawyers crazy (even the lawyers too). Understanding how they work is important. More...
It’s not good enough to just know the law or even to understand the terrain and landscape surrounding the law. It’s critical to be able to communicate and explain the material in a digestible manner. It’s critical (to us at least) that our clients...
Not every firm focuses on estate planning and not every estate planning firm is competent to engage in business planning and business succession planning like we do. Our unique 3-step proven process also sets us apart as well. We take the time to get to know you,...
The default rules kick in if you don’t have a plan in place. That means that the state statute will determine your beneficiaries and fiduciaries. For a minority of families, it may be okay. But for most families, the default rules are unacceptable. In either...
What you don’t know CAN hurt you, your family and your business. Being prepared means having a plan to navigate life’s unforgiving uncertainties both during life AND after death. It’s also important to realize that planning is very much focused on...
What you don’t know CAN hurt you, your family and your business. Being prepared means having a plan to navigate life’s unforgiving uncertainties both during life AND after death. Here’s just a few benefits: • Control aspects of your lifetime...
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