While we help business owners prepare for success, we must also help them be prepared for adverse circumstances j- and to think ahead to how they want to transfer their business to others someday in the future.
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Conversation Across the Generations
Big conversations about money and estate planning need to take place between – and among – grandparents, parents, and children. Family conferences make settling elders’ affairs much simpler and help avoid bitter misunderstandings.
College Loans Remain on the Estate Planning Radar
The the Supreme Court having struck down the President’s pan to forgive student loan debt, college financing is still a very important part of legacy planning for parents and grandparents.
The Do-It-Yourself Items on the Estate Planning Task List
There are many aspects of the estate planning prospects that can be handled only by you.
Tackling Special Caregiving Challenges
There are special caregiving challenges faced by those in the LGBTQ+ community.
Estate Planning Inside the Sandwich
Sandwich generation issues have become an important part of estate planning.. Here is a variety of helpful suggestions….
It’s a Matter of Estate Planning Ethics
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
A Real Life Relocation Cautionary Tale
From relocation specialist Rita Wohl comes this true life story showing how important it is for adult children and their aging parents to discuss options.
Social Security From an Estate Planning Point of View
Waiting until age 70 to collect Social Security is one way to leave a larger legacy for one’s heirs.i
Government Here to Help Business Owners Help Themselves – Really!
We want to help our business clients understand the Employee retention credits available as part of the CARES Act.