Service With Confidence And Results
As we age, we start thinking about our mortality and the legacy we will leave behind. For many of us, this includes ensuring our financial affairs are in order and that our loved ones will be taken care of after we’re gone. However, we are often reluctant to discuss...
Owning a small business is a source of pride, but it’s also an opportunity that inspires great responsibilities. One thing that’s sometimes overlooked is the need to have an estate plan that accounts for one’s family members and their business alike. One of the first...
When someone expects to inherit, either because they are a direct relation or because they were in a previous iteration of an estate plan, they are being disinherited if they are removed from that plan. Often, the person who is doing this will use a disinheritance...