February 1, 2020 |
Mind Your Business
What will happen to the family business when you’re not around? Simple, my children will take helm and run it JUST LIKE I DID! Are you ...
Learn MoreMind Your Business
What will happen to the family business when you’re not around?
Simple, my children will take helm and run it JUST LIKE I DID! Are you 100% sure that’s what will happen? 9 out of 10 times when the owner passes or becomes incapacitated, everyone has their own ideas on how they’re going to run the family business. And, if there are multiple children involved, who’s going handle the many aspects of running the business like, marketing, advertising, networking, etc. The scenario becomes even more scary when the children cannot agree on who’s more competent to lead. Family relationships are often severed due to these disagreements. Why leave it to chance? Why not plan ahead and leave exact instructions on who will do what.
If we can help you or your loved ones to safeguard your most prized assets: RELATIONSHIPS, then feel free to call, email or use the link below to schedule a time to speak with me.
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Blogs for Estate Planning
January 31, 2020 |
What Happens If My Long-Term Care Policy Lapses?
If you were under the impression that Medicare will continue to provide for your long-term care needs, including payments to a nursing home, this could ...
Learn MoreJanuary 30, 2020 |
I’ve Avoided Probate, But Have I Missed Anything Else?
Avoiding probate has many different factors that could lead you to search out services and opportunities to avoid this process. However, it’s not the magic ...
Learn MoreJanuary 29, 2020 |
How Does a Payable on Death Bank Account Work?
There are many different ways that you can protect your interests and money and keep it outside of probate. In order to do this, it ...
Learn MoreJanuary 28, 2020 |
Splitting Up Assets for Your Children: Considering Special Needs
There are many different circumstances that might prompt you to consider whether leaving an unequal estate plan to your children is recommended. Every family has ...
Learn MoreJanuary 27, 2020 |
Organize Your Assets Before Tackling Estate Planning
If you’re like most people, you’ve got a long list of things you want to accomplish in 2020. Some of these are ongoing tasks and ...
Learn MoreJanuary 24, 2020 |
“Funding” your Plan: Asset Alignment
You’ve signed your Estate Planning Documents, CONGRATULATIONS!!! BUT… Signed Documents ✔ Estate Plan Constructed ✔ Pat on Back ✔ Why the BUT??? Because there is one more important item ...
Learn MoreJanuary 23, 2020 |
How Is the SECURE Act Really Going to Change the Scope of Estate Planning?
The SECURE Act is designed to help address many of the current issues related to retirement in the united states. This could have significant implications ...
Learn MoreJanuary 22, 2020 |
Does A Young Family Really Need Estate Planning?
The first time that most people approach the subject of creating an estate plan is when they have some sort of a family member that ...
Learn MoreJanuary 21, 2020 |
Have You Put Elder Law Planning Off?
It’s very easy to find other things to focus on in today’s modern life. Furthermore, it’s harder to fit elder law estate planning into your ...
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Recent Posts
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Are You Paying Taxes Today That You Could Be Planning Around?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
