Monthly Archives: February 2022

Succession planning is very important and can prevent many problems that arise after an unexpected parting from a company. Finding a new CEO or executive after someone suddenly quits or tragedy strikes is difficult if a succession plan has not … Continue reading →

Even if you do not follow current events, you likely know that same-sex marriage is now legal in numerous states. Since same-sex marriage was previously banned, some laws have changed in order to be inclusive. This is especially important when … Continue reading →

Social Security is the largest and most important income for many retired people but many people do not actually understand the Social Security system. Choosing when to file for Social Security and recognizing different methods, such as file and suspend, … Continue reading →

Family businesses can be crucial to a family’s survival and well-being. If no estate planning is employed then a family’s main source of income could be lost. Having a plan for how to transfer your family business after retirement, death … Continue reading →

The family dynamic in America has changed drastically over the years. Nowadays, blended families are as common as the traditional nuclear family. However, many of today’s laws are still geared toward the traditional family. Because of this, special attention needs … Continue reading →

There are many ways to hold your real estate title and if not planned properly, many problems can arise. Since real estate is likely one of your largest assets, it is important to be prepared for how it should be … Continue reading →

What is a Living Will? A living will is a written, legal document that describes what your wishes are in regards to end-of-life or life-extending medical treatments. The living will spell out what you want and do not want to … Continue reading →

A self-directed IRA is a little different than the traditional account that most people are used to. An IRA is an Individual Retirement Arrangement/Account that is used to save money for retirement. The difference is in the term “self-directed” which … Continue reading →