- Page 1
-
My Customers Owe Me Money - How Do I Collect? If none of your customers or clients owe your business any money, congratulations! It's common for most other businesses to deal with small debts. -
What is a Special Needs Trust? If you have a child with special needs, a special needs trust (SNT) is the primary document in your estate plan for their inheritance. -
Guest Post: Small Business Owners Should Outsource These Tasks Outsourcing services has become a useful resource for small business owners in recent years as online tools grow more widely available. -
Talking With Your Family About Your Will Although it's not required, it's a good idea to talk to your family about your estate plan documents so they know where they are and what they say. -
What is a Testamentary Trust? Some clients think a "trust" is a very complex document that is beyond their needs, but in those cases, a testamentary trust can be what they actually need. -
What is Simultaneous Death in an Estate Plan? If you and your spouse were to die at the same time (a simultaneous death), you may not like what happens to your estate if you don't have a will. -
Corporate Resolutions for Your Business Corporate resolutions don't get a lot of press, but they are an important "behind the scenes" part of your business. -
What Does an Executor of an Estate Do? If you've been named as the executor (or personal representative) of someone's estate, your first question is probably "What do I do next?" -
Why A Business Succession Plan Can Protect Your Business If You Become Incapacitated If your business doesn't have a business succession plan, if you become incapacitated, there may be no path forward for your business. -
Business Succession Planning - Some Issues to Consider When launching your business, you should also keep the end in mind and consider a business succession plan for when you're no longer with the business. -
Is It Easy to Update My Will? You've spent a lot of time working on your estate plan. But before you know it, things change and it may be time to make updates. -
Does Your Business Need Key Person Insurance? Key person insurance is an important part of your business planning and if you don't have a policy in place, now is a good time to review it.
COVID-19 Update: Open for phone and video conferencing.
Learn More
877-262-9377