Articles

These days, it’s become more important than ever to make the right plans for your IRAs and to have them integrated into your estate planning. With the right planning, you can maximize the benefit to your beneficiaries, while also providing sign… Read More

Almost everyone we meet with for estate planning comes to us wanting to avoid Probate. Some of those people have been through the process with the estate of a loved one. Their experience in the Probate process gave them the background to understand t… Read More

Often, business owners will come to me with questions or concerns about their Limited Liability Company (LLC). When I ask for a copy of their Operating Agreement, I’m often met with a blank stare or an embarrassed “We don’t have one of… Read More

A Limited Liability Company (LLC) is a powerful and effective entity choice for forming a business. The LLC entity provides all of the liability protection business owners need – the same protection achieved with a corporation, but it is easier and… Read More

If you own a business, you know how important it is to make plans for the future. Whether you’re a sole proprietor or have other co-owners who work with you, the need to plan includes the eventual transition of your business when you are ready… Read More

A comprehensive Buy-Sell Agreement is one of the most important legal documents a business can have. Although a good Operating Agreement is a very important document for an LLC because it sets out in a binding written agreement important rights and o… Read More

If you have minor children, you need to make sure that your estate plan addresses their specific needs. One of these is making sure that if something happens to you, their inheritance won’t get caught up in a Guardianship of the Estate. What is a &… Read More

You have a minor child or children, and you want to make an estate plan. Why is it important to create a trust for them? Go through this quick exercise to answer this question based on your own circumstances. Write the total gross value of your asset… Read More