08.18.2015
Probing Questions for Succession Planning
The prospect of planning ahead for retirement and the possible sale or transfer of a business raises a lot of questions. It is important to …
Blog
08.17.2015
Proactive versus reactive approaches in elder law planning
Although it is certainly possible to achieve a fair amount with reactive planning in an elder law crisis, it is much easier to plan in …
08.14.2015
Tips for Planning for Blended Families
As a result of relatively high divorce rates and better longevity these days, blended families now outnumber traditional families. Divorce and remarriage has the …
08.13.2015
Is There a Way to Protect Against a Dishonest Executor?
An executor plays a very important role in carrying out an estate, and it can be nerve-wracking as well as frustrating if you suspect that …
08.12.2015
Using Life Insurance and Annuities for Asset Protection
There are many asset protection tools out there- you can just ask your attorney to highlight some of the most popular ones for you. Asset …
08.11.2015
How to Write a Business Succession Plan
If you have gone through the legwork to think through a business succession plan, you are already ahead of most business owners. Knowing the basics …
08.10.2015
Will Medicaid and Medicare Speak to the Future of the ACA?
The question of whether existing government programs will influence the future of public policy for others is a hot topic right now as politicians on …
07.10.2015
Just How Important is the Trustee of an Estate?
Placing an individual in the role of trustee for your estate is something that should be done with care. This person will serve as a …
07.09.2015
Fast Facts on Medicaid Recovery and the Affordable Healthcare Act
As a result of a federal law that became active in 1993, states were required to recover long-term care expenses for those aged 55 and …
07.07.2015
Business Valuation for the Purposes of Exit Planning: It’s a Priority Task
One of the most important aspects of valuing a business is in the timing- you must have the will to do it now and carry …
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