Estate Planning




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