top of page


Tips for Financial Planners: Preparing Clients To Meet With An Estate Planning Lawyer
Financial planners provide clients with methods for protecting their assets, blueprints for achieving financial goals, and contact with...
Sep 10, 2024
13 views


Elevating Financial Planning Services Through Comprehensive Estate Planning
As a financial planner, you work diligently to help your clients reach their financial goals. Estate planning is the final piece in...
Aug 13, 2024
5 views


Estate Planning Pitfalls to Avoid: Tips for Financial Planners and Their Clients
Estate planning can be daunting for clients, often resulting in a reluctance to create a proper estate plan. Financial planners can help...
Aug 5, 2024
10 views
Series LLC: a flexible umbrella company
If you own several different companies, franchises, or properties the management overhead can be considerable. When they are set up as...
Apr 13, 2018
2 views
Gun trusts: An estate plan for your firearms
With firearms legislation once again in the headlines, savvy firearms owners should consider creating a gun trust as part of a larger...
Mar 8, 2018
3 views
Who will take care of my pet when I die?
For many people, a pet is more than just an animal. A pet can be a cherished friend and a beloved member of the family. But what would...
Feb 13, 2018
2 views
Dealing with estate items no one wants
By 2030, more than 20 percent of the U.S. population will be 65 or older. Many of them will begin to move into smaller homes, assisted...
Jan 17, 2018
9 views
How the tax overhaul will impact high-asset estate planning
Christmas may be over, but if you are in the process of planning your estate, you may still be thinking about gifts. A major part of...
Jan 10, 2018
1 view
Keep your wealth in the family with a family limited partnership
The time to plan your family’s future is not when you’re elderly–it’s now. There is no better time than the present to sit down and think...
Dec 28, 2017
1 view
Pet trusts can help pet owners have peace of mind
No two estates will ever be the same, as there are bound to be major differences between the lives — and accrued wealth — of the...
Nov 21, 2017
1 view
Estate plans that protect assets and privacy
It’s flattering to have fans, but it can be frustrating when they watch everything you do. It’s not just the Lifestyles of the Rich and...
Oct 13, 2017
3 views
The next generation and your family business
If you’re planning to keep your business in the family after you retire or pass away, there’s more to it than grooming a successor. Your...
Sep 12, 2017
3 views
What is a community property trust?
Property ownership is never as simple as who signed the check or who holds the deed. Marital property is especially complex when joint...
Aug 23, 2017
2 views
bottom of page