As a small business owner, how you approach estate planning naturally takes on a new dimension. Besides considering how to preserve your personal assets, you will also need to consider what will happen to your business. Both asset protection and business succession planning should be part of your comprehensive estate plan to ensure your chosen…

Few things in life are as critical as having a well-crafted plan. This philosophy rings especially true when it comes to healthcare decisions. The unpredictable nature of health issues means that circumstances can change in the blink of an eye. This is why it is paramount to have one’s healthcare preferences documented and legally binding.…

Trusts have always been an essential part of estate planning. They help to ensure that assets are managed and distributed according to the grantor’s wishes. However, the complexities involved in trust management can require professional oversight. For those who find trust administration confusing, it may be helpful to consider professional trust administrative services. This blog…

Many business owners manage to forge successful business ventures as part of their legacy. However, a solid succession plan must be in place to ensure that operations continue smoothly and seamlessly in case of their eventual incapacity or passing. Business succession planning ensures the continuity and longevity of a company and the financial stability of…

Trusts can be a valuable tool for estate planning. When used correctly, one can avoid probate, keep financial affairs private, reduce estate taxes, and ensure dependents are financially stable if they are no longer around.  To ensure the trust’s terms are honored, a designated trustee must ensure the trust is executed accordingly and beneficiaries receive…