How can you retire as a small business owner?
While owning a small business can provide you with financial stability, you still have to plan for your…
Estate planning matters to remember
A good estate plan will let you care for your loved ones even after your death. You can…
Should you review your estate plan?
When you write an estate plan, that is not the end of dealing with it. An estate plan…
What does a special needs trustee do?
Federal, state and local governments provide a comprehensive social safety net for individuals who cannot work because of…
What duties must executors fulfill?
Executors hold a large amount of power when it comes to a person’s estate plan. Every other figure…
Consider the impact of a generation-skipping transfer tax
When you run a business, you can amass a significant number of assets over your lifetime. However, these…
Why do siblings fight over estate plans?
Estate plans can evoke a lot of hostile feelings from the beneficiaries involved. Hurt feelings and the sensation…
Ways of incorporating your business into your estate plan
If you own a company, you need to include it in your estate plan. These documents solidify what…
Be careful with disbursements from special needs trusts
If your loved one has physical or mental disabilities, working 40 hours every week for the entirety of…
Is a family member your best bet for estate executor?
When choosing your executor for your estate, you want to pick someone who will not let you down….
Should you review your estate plan yet?
After creating your estate plan, you likely do not want to see it again for some time. After…
Does your business have a succession plan in place?
Fewer than one out of four private companies have a formal succession plan according to the National Association…