Co-managing finances, while respecting the needs of each spouse, an be a challenge even for “traditional” couples.Legal advisors must take a sympathetic and compassionate approach as couples deal with legal considerations.
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.
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.
A new statute in Indiana addresses the dilemma health providers face when asked to provide information about an incapacitated individual….
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.
Using an irrevocable trust will no long protect heirs from having to pay tax on capital gains on inherited assets…..
There are many aspects of the estate planning prospects that can be handled only by you.
Life insurance can be used to “fill in the gaps” in special needs planning, retirement planning, and business management.
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
With a key part of business planning being succession planning,an ESOP can provide a very viable solution for many business owners.
