HELPING CLIENTS CREATE AN UP-TO-DATE INVENTORY
If your client has already done estate planning by creating a will or trust, then the client has taken a very important step toward ensuring that if the client becomes incapacitated or dies, the client’s loved ones will know how to help manage the client’s financial and legal affairs. However, simply having a will
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Do You have A Power of Attorney for Health Care?
In light of Covid -19 and all the other issues surrounding us today there is an important question. Do you have someone to take care of you if you get sick?
College and Education Funding during COVID
Education Funding Flexibility in Light of COVID-19
Franchise or MLM? Can You Pass it on?
Estate Planning for Franchise and Multilevel Marketing Business Owners
Estate Planning in a Low Interest Rate Environment –
MAXIMIZE YOUR ASSETS
To Open or not to Open: Liability concerns for business owners.
After more than two months of being in lockdown due to the coronavirus, states across the country are slowly starting to reopen (see NYT’s interactive map). With restrictions lifting, many businesses are itching to retur…
Art, Coins, Rare Political Buttons – What do you Collect
Special Estate Planning Considerations for Art and Other Collections
Do I Need to Protect My Assets?
3 Asset Protection Tips You Can Use Now
DIY Estate Plans: Are you sure it is worth what you paid for it?
Common Mistakes with DIY Estate Plans
Own a Restaurant? Have an Estate Plan?
Estate Planning Considerations for Restauranteurs