estate plan

How Jack Got His Financial Groove Back

2019-01-22T21:04:59+00:00July 1st, 2015|

Going on vacation is not always easy, especially for Americans, who statistically take less vacation days than do workers in many other countries. Sometimes, returning from a vacation – getting back into one’s daily routine at home and at work – can be just as stressful. Jack found this to be true. Every time Jack [...]

Is Your Business at Risk Without a Trust?

2019-01-22T21:08:01+00:00July 1st, 2014|

If you have no personal estate plan, chances are you have no Trust established to protect your business in the event of your absence, death or disability. Without a Business Trust, your loved ones may find themselves financially trapped. With a Trust, your business can continue to operate free of court interference. If something should [...]

When is the Best Time to Update My Estate Plan?

2019-01-22T21:08:16+00:00May 15th, 2014|

Life changes and with it, our plans. Marriage, divorce, home buying and selling, births, adoptions, deaths and health issues may bring about life changes that one cannot anticipate. That’s why it’s smart to review your estate plan about every five years, or following any significant life event. As well, tax laws change from time to [...]