Estate Planning · March 01, 2024

It's easy to prioritize other business matters over estate planning when you're running a business. But, in reality, one of your most pressing responsibilities is to consider what would happen to your business if you became incapacitated or died. Although estate planning and business planning may be two distinct tasks, they're inevitably linked. And, because your company is likely your family's most valuable asset, estate planning is critical not only for your company, but also for your family.

Business · March 02, 2023

Managing your small business finances is crucial for success, but bookkeeping mistakes can be costly. Our article outlines the top 10 small business bookkeeping mistakes and offers tips to avoid them. Whether you're a seasoned business owner or just starting out, this information is invaluable. Stay on top of your finances and avoid common pitfalls by reading our essential guide to small business bookkeeping. Learn more...

Business · February 23, 2023

As a business owner, you've put a lot of time and effort into building your enterprise. But have you considered what would happen to your business if something were to happen to you? Estate planning is crucial for business owners, and in this article, we'll explore four key reasons why. From protecting your assets to ensuring a smooth transition of ownership, estate planning can provide peace of mind for you and your loved ones. Read more.

Estate Planning · July 01, 2022

These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt, multiple recessions, and the pandemic have pushed many young people into a life path that leaves little room for getting married—and even less room for having children. If you're single with no children, you might think there's no need to worry about creating an estate plan. But this is a huge mistake.

Estate Planning · November 19, 2021

You've most likely heard people mention a couple of different types of wills when it comes to estate planning, and the most common is a "last will and testament," or known as a "will." But you may have also heard people talk about what's called a "living will." Both terms describe important legal documents, but their purpose and how they work are very different. We'll discuss some of the most critical things you should know about living wills and why it's essential in every adult's estate plan.

Estate Planning · April 23, 2021

Should you become incapacitated without any planning in place, your family should apply to the court for guardianship. In most cases, the court appoints a family member as guardian, but this isn't always the case. If you have no living family members, or those you do have are unwilling to serve or deemed unsuitable by the court, a professional guardian would be appointed. Here's how you can protect yourself in the event of your incapacity using proactive estate planning.