Yes, we all have an estate. Your estate includes everything you own—your home, car, bank accounts, investments, personal possessions, and more. Whether your estate is large or small, one thing is certain: you can’t take it with you when you die. Planning for the Inevitable When the inevitable happens, most people want to control who […]
Estate Planning -The Disconnect between the rich and poor. Like many things in life the lines between the “haves and the have nots” has been clearly defined for many years, decades; well, since the beginning of time. Society is not structured for everyone to be wealth and prosperous, at least not at the […]
Choosing life insurance beneficiaries is one of the most important estate planning decisions you can make. While naming who should receive money after your death may seem simple, beneficiary mistakes are surprisingly common—and the consequences can be costly. Below are several frequent life insurance beneficiary mistakes and how to avoid them: 1. Naming a Minor […]
Life can and often does change in the blink of an eye. Whether you’re planning a wedding of starting your family it’s essential that your Estate Plan change with your life. So, if you’ve recently married, divorced, started a new business, or purchased your dream home, reviewing your Estate Plan today can save your loved […]
Deciding whether to draft a Trust or a Will is an individual decision and should be made on a case by case basis with an Estate Planning expert. Here are some facts about both Trust and Wills that may help make your decision a bit easier. Compare and Contrast Yes, most of my clients with […]
What COVID -19 has Taught Us About Estate Planning? So, as the COVID-19 Pandemic sweeps its way across the United States, over 50% of all Americans still do not have an estate plan. This has struck a resounding alarm. But, most people recognize the importance of planning their estate. However, most people also believe that […]
In the Blink of an eye life can change forever. Estate Planning is not only for you, An Estate Plan is more for the ones we leave behind. Take care of the ones you love the most. However, we know two things are certain; death and taxes. Despite these uncertainties, over 50% of people fail to […]
Why buy/sell agreements matter The majority of businesses created in the United States are small businesses. Therefore, many of these companies are not publicly traded and thus create the need for Buy/Sell agreements. Closely-held businesses are formed as LLC’s, Partnerships, or C-Corporation. So, determining the value of a closely held corporation is challenging. Large publicly […]
April 24, 2020 The Time to Act is Now! The time to act is now. We hope this post finds you and your family staying home and staying safe. It’s amazing how fast times can change in such a short period of time. Thousands of Americans have tragically loss their lives in just the past […]
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