Opening your own business is an exciting journey but I caution you, the path to business formation and government compliance is looted...

You may be thinking that because you are not married, do not have children, do not earn $100,000, and do not have assets sitting in...

Pitfalls of Not Having a Buy-Sell Agreement As we all know, unfortunate events can and will occur in the course of owning and running a...

Living Trust Will / Nomination of Guardian Durable Power of Attorney Advance Health Care Directive You may be wondering: what are these...

If you are planning to retire soon, here are 7 things you need to consider before you take the plunge: Are you fully vested in your...

Asset protection is about protecting the “things” you’ve worked your lifetime to accumulate. It may sound easy but yet many people don’t...

As the Tax Cuts and Jobs Act, introduced on November 2, 2017, makes it was through the Senate today for a final vote* before heading to...

A lot of clients have come to me recently with concerns about the costly and time-consuming headache that probate may create for their...

While you prepare the nursery, make day care arrangements, and buy new baby clothes, your estate plan may be the last thing on the list...

I am often put in the position to counsel clients on whether it is better to have a Last Will and Testament or a Living Trust to dispose...