Whether I’m working on a business transaction or assisting business owners with their estate planning, I always look at how the ownership of the LLC is structured. While many business owners have set up a revocable living...more
Adding an adult child as a joint owner of a parent’s bank account seems like a simple and straightforward solution that allows the child to help care for mom or dad without the expense or hassle of preparing powers of...more
If you’re like most people, there is a laundry list of things you’d rather do than think about your estate plan. While it can be a challenging area to discuss, your estate plan is essential to ensure you and your family are...more
5/11/2020
/ Advance Health Care Directive ,
Conservators ,
Coronavirus/COVID-19 ,
Estate Planning ,
Guardians ,
Living Trust ,
Living Will ,
Personal Representatives ,
Power of Attorney ,
Probate ,
Revocable Trusts ,
Settlors ,
Trustees ,
Wills
When You Hear the Term “Estate Planning”, Do You Think:
“I don’t need an estate plan because I don’t have very much,”
“My wishes are simple, I can just jot down what I need,”
“I know someone who said they used a Will...more
10/17/2019
/ Advance Directives ,
Asset Protection ,
Beneficiary Designations ,
Distribution Rules ,
Estate Planning ,
Estate Tax ,
Guardians ,
Minors ,
Probate ,
Special Needs Children ,
Trustees