Business Owners: Get Advice When Selecting Your Insurance Package

As a business owner I know you’ve put in hours of hard work and most likely invested a lot of money to get where you are today. Therefore, it is critical that you don’t neglect one of the most important pillars in your business foundation; business insurance.  Insuring your business isn’t quite as easy as […]

Taxes: Four Key Areas of Concern for Business Owners

In this world nothing can be said to be certain, except death and taxes.                                                                                                                                    Benjamin Franklin For businesses, paying tax obligations is one area where there is almost no room for error.  It is critical for you to understand what the IRS and your state requires to avoid problems.  Audits can be very expensive.  […]

Is Your Business Built on a House of Cards?

Your business must have a solid legal foundation to thrive and grow. Forming your business can be confusing. How do you know if you should form an LLC or an S-Corp? Work with a trusted adviser that will take the time to get to know you and your business who can guide you through this process properly.

Can You Trust Your Trust?

If you already have a revocable living trust, then this article is for you.  Can you trust that it will work when you and your family need it the most?  Will you really avoid a conservatorship or a probate and the costs and delay that come with these drawn out court processes? This may surprise […]

Single Parents: Critical Information On Naming Guardians For Your Children

If you are a single parent, it is critical that you create a comprehensive plan that will protect your children should the unthinkable happen to you. If you are anything like most single parents, the last thing you would ever want is for your ex­-spouse to be able to make sole decisions about who should […]

10 Things to Ask Before Hiring an Estate Planning Lawyer

These are the 10 things you should ask before engaging an estate planning lawyer to help you plan for the well‐being of your money, your family and your life. Do you prepare a comprehensive plan for my kids’ care if something happens to me, like the Kids Protection Plan™ that names short and long‐term guardians […]