Estate Planning Strategies for a Family Business

Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.

Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age

A senior life plan can reduce the burden on loved ones by addressing medical, financial and legal needs before they become urgent.

Resolve to Do Your Estate Planning in 2025

Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…

Money Tips for the New Year

If you want to look back on 2025 with great satisfaction, here are some financial moves you might make now or soon.

Required Minimum Distribution Changes for 2025

New withdrawal requirements for inherited IRAs create tax planning challenges for beneficiaries.

Asset Protection Planning Strategies to Protect Seniors from Financial Scams

The heartbreaking story of a retired therapist who lost nearly $600,000 to an elaborate scam underscores the need for asset protection strategies to safeguard seniors from increasingly sophisticated financial fraud schemes.

Review and Update Estate Plan in the New Year

The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.

Facing the Future: Your Essential Estate Planning Guide

Let’s face it, thinking about the future can be daunting, but when it comes to estate planning, a little proactive effort now saves your loved ones a mountain of stress later. Here’s the ultimate guide to ensure your wishes are known, your assets are protected, and your legacy lives on. Take Control of Your Medical […]