Article-3752

October 22, 2015 |

The Benefits of Getting References On Your Estate Planning Attorney

  It goes without saying that knowing one estate planning attorney does not mean you know them all. Finding the right mix of experience, expertise, ...

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Article-3749

October 21, 2015 |

A Tale of Family Business Woes

Family business carries with it a unique set of responsibilities and requirements, and the story of Cloyce Box illustrates that clearly. Cloyce went from having ...

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Article-3738

October 16, 2015 |

Be Aware of Estate Planning Across State Lines

It’s not a surprise that people are increasingly mobile these days, and that applies to more than just the online sphere. More clients are coming ...

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Article-3734

October 15, 2015 |

Estate Planning Details You Might Have Forgotten

Even if you have the basics covered through a will or other documents, make sure you don’t forget some of the other key aspects of ...

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Article-3728

October 13, 2015 |

Parental Leave and Business Succession

A leader’s primary contribution to a company is their availability and vision, this makes it important to plan ahead for maternity or paternity leave. Since ...

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Article-3722

October 9, 2015 |

What Do “Trigger” and “Elimination” Mean in Long-Term Care Insurance?

Whether you have just purchased it for yourself or for an aging parent, it’s important to understand the factors involved in a long-term care insurance ...

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Article-3719

October 8, 2015 |

What’s a Grantor Trust?

  A grantor trust means that the person who creates it is still responsible for estate tax and income tax purposes. The grantor also maintains ...

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Article-3716

October 7, 2015 |

Tips for Funding a Succession Plan

It is not enough to think only about the people who might take over your business after you have stepped down or passed away- you ...

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Article-3713

October 6, 2015 |

How Much Do Changing Laws Call For an Estate Plan Review?

While your documents might have been in order at the time you created them, shifting laws can change this can cause your well-thought-out plans to ...

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Article-3706

October 2, 2015 |

Is Estate Planning Fatigue Keeping You From an Important Task?

According to the CNBC Millionaire Study, up to one third of individuals with a minimum of $1 million in assets have not yet engaged a ...

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