As you review your estate plan, you may realize that your relationship with one of your beneficiaries has changed. You two may have become estranged. Or, he/she might have experienced personal struggles that call his/her responsibility or judgment into question. No...
Month: September 2020
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The importance of having a plan for incapacity
An effective estate plan helps the estate planner plan for the future and what lies ahead. One circumstance to plan for in an estate plan is incapacity in case the estate planner becomes incapacitated at some point. Different estate planning tools can help the estate...
Succession planning is not just for family-owned businesses
A lot of hard work and dedication goes into starting a business. Whether it is a startup or a family business that has been in operation within the family for generations, understanding what happens to the business after you retire or pass is important for business...