Add-In Strategies to Help You Ace Your Estate Planning
Get your copy of Add-In Strategies to Help You Ace Your Estate Planning and learn about the legal and financial benefits of a comprehensive estate plan.
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Small Business Handbook 2022 - Creating a Strong Foundation for Your Business
When you're starting a business, you'll be confronted with a variety of issues and this is a small handbook you can use to guide you through the steps.
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My Personal Planning Essentials
Get your free estate planning checklist to help organize your estate planning documents and gather critical information for your executor.
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Cryptocurrency Inventory for Your Estate Plan
If you've invested in cryptocurrency, you need to make sure your estate plan has been updated so that your wallet is accessible to your loved ones if you become sick or die.
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7 Special Needs Planning Mistakes to Avoid
Planning for a child with special needs is an extremely important part of your estate plan, so here are 7 Special Needs Planning Mistakes That You Should Avoid.
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The Business Lifecycle: A Journey Through Your Business
There are a variety of steps along the journey of creating and growing your dream business and The Business Lifecyle Book helps guide you forward.
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Corporate Maintenance - What Do I Do With My Corporate Documents
After you’ve done all that hard work getting your business off the ground and you’ve taken that all-important first step by formally incorporating your
business by filing the documents with your state, you’re now faced with a feeling of: What Do I Do Next? The next step you should be looking at is to organize your corporate documents.
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Personal Representative Checklist
If you've been appointed the personal representative or executor of someone's estate, this checklist will assist you with some common items you'll need to deal with.
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7 Special Needs Planning Mistakes to Avoid Checklist
A checklist of the 7 mistakes that I most often see when clients are trying to set up a Special Needs Trust.
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Estate Planning Strategies for Your Family's Legacy
The next in our series of Excerpts from Edina, focusing on estate planning strategies for your family's legacy.
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