The importance of estate planning.
The importance of estate planning. Jon and I presented our first Peace of Mind Protector workshop today. We started off…
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Your graduate needs to sign healthcare documents – this summer.
Your graduate needs to sign healthcare documents – this summer. It’s the time of year for graduation ceremonies. My…
Leaving property to heirs: outright or in trust?
Leaving property to heirs: outright or in trust? Should you leave a distribution to an heir outright or in trust?…
A key to a successful business exit: “growing” an employee into an owner.
A key to a successful business exit: “growing“ an employee into an owner. Business exit planning usually means working to…
What if a business owner dies in the middle of an ownership transition process?
What if a business owner dies in the middle of an ownership transition process? As part of our Business Exit…
Pet trusts – estate planning isn’t just for humans!
Pet trusts – estate planning isn’t just for humans! Estate planning – and the protection we can provide through planning…