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The IRA Planning in Your Estate Plan Could be in Danger If you've included an IRA with a beneficiary designation as part of your estate plan, the proposed Secure Act could have some major impacts on your plan. -
A Will Contest: The Last Thing You Want To Leave Behind... When you think of preparing your will, one of the first reasons to get it right is to prevent a will contest from draining the funds from your estate. -
April 2020 Newsletter Some tips to help you relax from all the stress this pandemic is causing us. -
Operating Agreements: Now is a Great Time to Check Yours Operating Agreements aren't the most exciting part of running your LLC, but if you're considering outside investors, you'll want yours properly written. -
Intestate: What happens to your assets if you die without a will? Intestate means a person has died without leaving a will behind. The process of what happens then should be enough to remind you that you need a will. -
Your Estate Plan: Living Wills and Health Care Powers of Attorney Living wills and health care powers of attorney are especially important for your estate plan as we all deal with the COVID-19 pandemic. -
Financial Power of Attorney: Protect Your Finances From Complications A financial power of attorney is an important tool to keep your finances in order during the pandemic. Now is the time to check that yours is up to date. -
I'm A Trustee of a Trust - They Have Died, What Do I Do Now? A family member has appointed you as a trustee of their trust, but you don't realize how much work is involved until the time comes for you to act... -
March 2020 Newsletter Getting ready for a Spring Break (that unfortunately the pandemic ended up canceling) -
What Do I Need to Have in Place to Start a Business? Everybody's business is unique, but there are some common questions that new businesses face when getting up and running. -
February 2020 Newsletter Some ideas of what you can do with the extra day in this leap year. -
Customer Privacy of Their Data Should Be Your Priority Customer privacy is an important responsibility of businesses. We have access to many types of data and you must have a long-term plan to protect it.