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10 things to do…
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012. 1. Have your estate planning done. Set the end of the year as your deadline to finally get this...
How Do I Make Sure My Business Entity Protects Me?
Often when someone decides to start their own business one of their most important decisions is whether or not to create a business entity such as a Limited Liability Company (LLC), Corporation, or Limited Partnership (LP). An entity allows the business owner to...
I Am A Business Owner, How Do I Transfer My Business To My Descendants?
For those of you who own a business, have you given any thought to how that business will be transferred to others in the future? How will you ’pass the baton’ to those who will carry it on after you retire? If you have a family business, you may have some children...
My Spouse (or Parent) Seems To Have Periods of Forgetfulness or Dementia, What Do I Need To Do?
Due to our aging population, more and more people are suffering from some level of forgetfulness or dementia. Often, there is not an actual diagnosis by a physician, but the spouse or child of the person begins to notice that their loved one may at times seem...
Can I Include Charitable Giving In My Estate Plan?
For many people, charitable giving is an important element of their overall estate plan and there are several different ways you can structure your plan to include charitable gifts. Here is a short article that briefly explains some of the most popular options.
I Own A Small Business, How Does That Impact My Estate Planning?
If you are a business owner then this valuable asset must be considered when it comes to your estate planning. Today we will take a look at Robert Client who is the sole owner of a business and help him determine what he needs to think about when it comes to his...
What Happens To My Facebook, Linkedin, and Twitter Accounts When I Pass Away?
Ten years ago, I bet you never wondered, “What happens to my social media presence and online accounts when I pass away?” But today, that is, or should be, a consideration. Here is a short synopsis that explains the process for social media sites. It is written by...
Estate Planning For Families With Young Children – Part 2 of 2
In my previous post I discussed the need and issues involved in naming guardians to care for your young children in case both mom and dad are incapacitated or pass away. In this post we will continue that discussion but focus on naming one or more guardians of the...
Why Is Estate Planning Important?
As I re-read the article I used for my previous post I was not surprised to find the number one mistake is not having a plan. That got me thinking, “Why do most people not plan and how can I encourage them to not make this mistake? So this week I have compiled a list...
Estate Planning For Families With Young Children – Part 1 of 2
For those families with minor children, estate planning should be a top priority. Unfortunately, for many families that is not the case. They are so busy that they do not take time to put plans in place to care for their children if mom and dad are either...
