• in In the News

    7 Tips For Creating A Winning Business Plan

    Far too many aspiring entrepreneurs jumpstart their businesses without taking the time to properly plan. Just as a builder uses a blueprint to ensure a new construction project will be structurally sound, a carefully researched and well-thought-out business plan allows you to determine whether or not your business concept will actually succeed and ...
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    Preventing Family Conflict And Disputes Over Your Estate Plan

    No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you become incapacitated. No one wants to believe that their family members would ever end up fighting one another in court over inheritance issues or a loved one’s life-saving medical treatment,...
  • in In the News

    Estate Planning Must Haves for Parents – Even If You Have Legal Documents

    A comprehensive estate plan — which we prefer to see as a Life and Legacy Plan — can protect what matters most to you. For many, this means everything you own and everyone you love. Obviously, this includes  providing  for the care of your children as an essential piece of your  peace of mind. But...
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    2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

    Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning is not a one-and-done type of deal—your plan should continuously evolve along with your life circumstances and other changing conditions, such as your assets and...
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