The Truth About Swiss Bank Accounts
Romney is learning the hard way that they're not good for PR. But they might not be great tax havens anymore either. Read more
Estate Planning
Can the Kids Run the Business?
If you'd like to be a multi-generation business, start early and set a clear succession plan. Read more
How to Choose Life Insurance
Life insurance policies aren't only for personal use to protect your family in the event of your death. Businesses are increasingly taking out life insurance on important employees to protect the business. Read on to figure out if life insurance is right for your business and how to go about getting it. Read more
How to Create an Estate Plan
For most entrepreneurs, their biggest asset is often their business. Taking steps to protect that asset now is one of the smartest things you can do as a business owner. Here are some lessons in Estate Planning 101. Read more
Passing on Your Digital Data
Services like Legacy Locker help entrepreneurs with digital estate planning and password management. Read more
Recent Estate Planning Articles
How to Choose a Successor
Are you dragging your feet when it comes to creating a succession plan? You shouldn't. Here's how to get started choosing (and training) your replacement. Read more
Giving the Kids the Business
It's never too soon to start. Read more
What We Didn't Plan For
The first shock was learning that my husband was gravely ill. Then there was the lien on our mortgage and the lawsuit against his business. Read more
Do You Need a Lawyer to Make Your Will?
Most people can make a will without a lawyer's help. Here's why. Read more
How Living Trusts Work
Living trusts can be a confusing area for the uninitiated. Here's a rundown of the basics, so you can decide whether or not you need a living trust and if so... Read more
Why Write a Will for Your Business?
The essentials of writing a business will. Read more
A Guide to Trusts
Recommendations on trusts that can be valuable in reducing future taxes. Read more
When Living Trusts Make Sense
Advice on when it's appropriate to set up living trusts. Read more
