How to Choose Guardians for Your Kids

If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important task while waiting for the perfect solution to present itself. Or perhaps you and your spouse/partner cannot agree on who would be...

5 Small Business Mistakes

If you’re in the process of forming a small business this year or already tending to one that is growing, then you’re most likely exposing your business to unnecessary risks by making one of the following common legal mistakes. Keep reading to see how you can best...

Inheritance – Passing Family Heirlooms

The Wall Street Journal recently published an article noting that baby boomers and seniors are not interested in merely leaving behind money as their legacy, but are more interested in passing along a heritage through family heirlooms and history which enrich the...

An Estate Plan for Your Life, Not Death

We know that no one likes to think about death, especially their own. Which is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done with our office, creating an estate plan makes your life better. Here...

Estate Planning for Children with Special Needs

For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent...

Consider Your Estate Plan Before You Travel

The Holidays are here… travel is the busiest and careful planning is necessary to nab the best airfare or book that special bed and breakfast before it slips away. One thing that is probably not on your travel to-do list is estate planning, but it should be so...

Charitable Donation Tips for The Holiday Season

According to a recent Forbes article, the American charitable donation amount topped $316 billion last year – and most of that came from individuals. Holidays are a traditional time of giving, and not just because we like to get in those year-end tax deductions!...

Asset Protection Strategies for Small Businesses

Consider all the time you have spent or will spend building your business – and then consider how much energy you have spent on how to protect it or protect your family from it. Unfortunately, many small business owners don’t give much thought to asset protection...

Family Caregiver – The Real Costs

According to a recent Pew Research Center study, almost 40% of American adults are caring for an adult or child with chronic health issues – an increase of 10% in just the past three years. The study found that a family caregiver can be found across all demographic...