January 3, 2017 |
Top Reasons to Update Your Estate Plan in 2017
Your estate plan should be a living document, and there’s a good chance that it will evolve as you add and remove strategies going forward. ...
Learn MoreTop Reasons to Update Your Estate Plan in 2017
Your estate plan should be a living document, and there’s a good chance that it will evolve as you add and remove strategies going forward. As laws change or as the makeup of your family changes, the tactics and documents previously created may no longer apply.
There are several key things that could happen in the New Year that could warrant an updated estate plan:
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Blog
January 2, 2017 |
Keep Business Assets Separate from Personal Assets
In the process of asset protection planning, there are many different steps you need to take. You need to begin by separating your business assets ...
Learn MoreDecember 29, 2016 |
Treasury Hearings Lead to Family Business Owners Decrying Estate Tax Valuation Rules
Along with appraisers, estate lawyers, and CPAs, family business owners were present in an Internal Revenue Service auditorium recently, to share their opposition to propose ...
Learn MoreDecember 28, 2016 |
Reasons to Have a Family Business Succession Planning Talk Now
Every family business should have succession planning as a key priority. Sooner or later every individual will want to retire but there are numerous other ...
Learn MoreDecember 27, 2016 |
Don’t Allow Your Family to Become Half of All Americans
According to plenty of research studies, half of all individuals in the United States don’t have an estate plan or a will at all. People ...
Learn MoreDecember 26, 2016 |
Could Estate Planning Actually Be Used to Relieve Your Stress?
There are many different reasons that you might choose to engage in the estate planning process and all of them are important. Thinking carefully about ...
Learn MoreDecember 22, 2016 |
Key Things You’ve Got to Know for Small Business Succession Planning
No matter the size of your business, it’s important to think ahead to the future. This could be one of the most important ways that ...
Learn MoreDecember 21, 2016 |
Top Tips for Talking About Your Estate Plan
As you gather with family for this holiday season, keep in mind that talking about your estate plan could become difficult if you have plans ...
Learn MoreDecember 20, 2016 |
Do You Really Need Consistent Maintenance for Your Estate Planning?
When it comes to putting together the critical documents that outline what will happen to you in the event that you become incapacitated or your ...
Learn MoreDecember 19, 2016 |
Steps You Must Take If You Are Approaching Retirement
During the holidays there is a good chance that your life is busier than ever so this might mean that you are looking at a ...
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