Estate planning is the process of organizing your finances for management during an incapacity or after death. This involves distribution, titling of assets, taxes and the care of your family. Common estate planning documents include a will, power of attorney, advanced medical directive and trust.
 

Get It in Writing: Why You Shouldn’t Defer Estate Planning

There are plenty of unpleasant things in life we prefer to not think about. Taxes, for one. Pressing home repairs. ... Read More

 

What is A Look Through Trust?

Why You Should Consider A Look Through Trust for Your IRA While the tax laws passed in 2017 make it unlikely ... Read More

 

What Comes First? Estate Planning or Exit Planning?

A successful business Exit Plan achieves three important owner goals: Financial Security: The business sale or transfer provides the amount ... Read More

 

Death and Taxes vs. Preserving Wealth: The Final Exit Planning Co...

Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners avoid ... Read More

 

Equality and Fairness in Transfers to Kids

Stan Briggs was perplexed when he told his advisor, “My son, Patrick, has worked in the business for the last ... Read More

 

Six Estate Planning Questions for Business Owners

James Keefe sat nervously in his Exit Planning Advisor’s office. Until the day before, he had been president of ... Read More

Coronavirus & Your Money

Join us for a LIVE VIRTUAL WORKSHOP from the comfort of your own home (online), where we’ll help you to sift through the noise and fear to arrive at actionable takeaways. We will cover topics such as:
  • Investment strategies that will no longer work post-coronavirus
  • What opportunities are available to take advantage of today
  • How to generate retirement income during a market downturn
  • How to position your portfolio to take advantage of the rebound
  • And much more!
Register for the Workshop