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Estate Planning



Recent Estate Planning Articles

How to Teach Your Kids to Take Over the Family 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...  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