Planning for Loss: Legal Protections For Those Facing a Diagnosis of Dementia

If you or a family member are one of the millions of Americans facing a diagnosis of some type of dementia, it is critical that you have the essential estate planning documents in place that will protect you and your loved ones.

A Shortcut To Financial Freedom For Your Family (Hint: It’s Not What You Think!)

You’re young, smart and fabulous—and working hard to build a solid financial foundation for the benefit of your family.  Financial freedom is starting to feel within reach and the future looks promising. Or is it….? The “typical” definition of financial freedom means no debt, 6 months savings in the bank, a paid off house and […]

Income Tax Issues When Planning for the Sale of a Closely Held Business

When a closely held business is a significant part of a client’s estate, as is often the case, business succession planning becomes an important part of the client’s estate planning. Estate planning issues include how to turn the business into cash for the owner’s retirement, who will take over or buy the business from the […]