Business Succession Planning
201506.15
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Business Succession Planning

One of the toughest and most critical challenges for a family business is succession planning. It can be complicated because of the relationships and emotions involved. Yet succession planning can be vital in ensuring a multi-generational business that includes the founder’s mission and values long after they are gone. Whether your family business is large…

It’s Time to Spring into IRA Season
201504.06
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It’s Time to Spring into IRA Season

April 6, 2015 – Spring time is here and the season for individual retirement accounts (IRA) is at its peak. If you haven’t already, now is a good time to open an account and get started on saving. Contribution limits remain at $5,500 in 2015 with an additional $1,000 allowed for those 50 and over….

The Importance of a Special Needs Trust
201501.20
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The Importance of a Special Needs Trust

January 20, 2015 – Protecting Quality of Life for your Loved Ones: You must develop solutions to unique issues when a loved one who is disabled faces challenges with everyday living: Maintain eligibility for valuable government benefits; Enhance quality of life by identifying appropriate activities; Provide lifelong financial support; Provide protection from the unscrupulous acts…

201412.21
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What is a Will?

December 21, 2014 – In a will, the most basic estate planning document, you spell out who gets your stuff when upon death (otherwise the state decides, and it’s not always your spouse and/or kids), and who takes care of minor children (otherwise a judge decides).