How a Small Business Owner Should Plan for the Unexpected

If you are a small business owner, your focus is on keeping the company running on a daily basis. However, you also need to plan for how your business will survive if something unexpected happened to you. Without a plan, your business is disrupted, which harms your customers, employees, and ultimately, your family A business …

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How to Leave an Inheritance to Adult Children

When considering how to leave an inheritance to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn’t necessarily mean they should receive equal shares of your estate. For example, it may be desirable to give more to a child …

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Does My Estate Plan Need to Include My Vacation Property?

If you own a vacation home, timeshare, investment property, or any other asset outside of the state where you are domiciled you must make sure it’s included in your estate plan. If you fail to include these in your estate plan or fail to have an estate plan at all, your heirs will encounter issues, …

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How Does My Annuity Fit Into My Estate Plan?

Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with your financial advisors. But, you might still be wondering what happens to those annuity payments upon your death. In addition to their benefits as a financial tool for your goals, annuities can have …

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Protecting Your Rental Property

A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1) your home; (2) financial accounts, like your checking and savings account; and (3) personal property. Other types of assets – such as life insurance, retirement funds, and annuities – should also be considered …

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Discretionary Trusts – Protection for Bad Decisions

As parents, we always want to be there for our children and help make them avoid making bad decisions.  Sometimes we’re too involved and should let our children make mistakes to help them grow.  Other times we are not there to help our kids and have hope we raised them to make responsible decisions. If …

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