Business Planning

Getting Ready

Posted on: April 13th, 2015
You've finally decided it's time to meet with an estate planning attorney and get your affairs in order. It's time to make sure your family is protected. ...

Funding your Revocable Living Trust

Posted on: March 23rd, 2015
The key to probate avoidance is proper asset ownership, including the full funding of your Revocable Living Trust....

The Many Needs for Life Insurance in our Lives

Posted on: January 18th, 2013
The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play an important role in business, estate planning and charitable giving....
Posts: 1 All