An incomplete plan is worse than no plan. A few years back, a business owner came in to see me with a problem. He and his brother owned a landscaping and excavation Read More...
The Importance of Estate and Business Succession Planning
Estate Planning and Business Succession Planning are two separate yet intertwined processes that dramatically impact each other. The care you take in analyzing and Read More...
Estate Tax and Succession Planning After the Cliff
After much political bargaining, federal legislation has been enacted to address, among other things, the expiration of numerous tax provisions passed under the Bush and Read More...
How To Avoid One Of The Biggest Retirement Planning Mistakes
Don’t Run Out Of Money Before You Run Out Of Life. A critical component of any solid financial plan is preparing for the future. This is why one of the first things I Read More...
Why An "I Love You Will" Is Not Enough
If you are like most people, you have the most common type of will, the “I Love You Will.” It says, “I leave all my assets to my spouse, and upon the death of my spouse, Read More...