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Six Major Assets to Include in an Estate Plan

February 20, 2020 Posted In Estate Planning

What Assets Should Be Included in an Estate Plan? The first thing that may need to be done is to take inventory of your major assets. Understanding what these are can be important to appropriately preserve them for the future and your beneficiaries. For most people, the major assets to include in estate plans are:…

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Guide to Estate Planning for Small Business

October 16, 2018 Posted In Estate Planning,Firm News

Every small business owner knows how much of themselves they have to pour into their venture to achieve success.  In many cases, the business’s success rests entirely on the back of its owner.  If you’re the owner, you probably feel like you’ve poured your blood, sweat, and tears into your venture to make it prosper.…

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Planning for Your Baby’s Future in Estate Planning

June 12, 2018 Posted In Estate Planning

In all the chaos of buying new clothes, constantly changing diapers and seemingly sleepless nights for months on end, you may not be thinking of establishing an estate plan. As a new parent the last thing on your radar is probably creating a will or planning your estate. But, if you don’t already have an…

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