Estate Planning Considerations for Non-U.S. Citizens
Feb 14, 2017
There are many reasons why people do estate planning. The most common reason is to avoid probate and to make sure your assets go to your loved ones after…
New Laws Business Leaders Should Know in 2018
Feb 08, 2017
Are you updated on 2018 laws as a business leader? Just as death and taxes are certainties, so are annual changes to laws and regulations governing businesses. This year is…
(Re)Defining Family: Estate Planning for the Post-Nuclear Family
Feb 03, 2017
Blended families, unmarried couples, assistive reproductive technology (ART) and same-sex unions and marriages challenge the traditional concept of “family” as it’s been known for legal purposes up until now. Significant…
“A 50% Chance”
Feb 02, 2017
So, no matter how hard I tried to stop her from growing up, our baby girl turned 2 this past week. In two years, she’s come a long way: she’s mastered the word…
How to Make Your First Million by Age 40
Jan 27, 2017
Being in your 20s or 30s doesn’t mean financial success is decades away. In fact, earning big money is often even more possible when in your “growing up” years because…
Are You Scrambling to Get Prepped For Your Taxes? Here…
Jan 27, 2017
While tax day here in the United States is not until April 15, if you own a business and you intend to follow the rules, you’ve already started scrambling. 1099’s…
Protecting Your Wealth With A Domestic Asset Protection Trust
Jan 27, 2017
Don’t Let Creditors Steal Your Wealth! Approximately 20 years ago, states like Delaware and Alaska became the first to create new trust laws to provide an attractive alternative for the…
Does Your Parent Need Help With Finances? Start Here
Jan 20, 2017
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their…
Thinking About Small Business Bankruptcy? First Consider These Important Factors
Jan 20, 2017
Although often perceived as a worst case scenario, bankruptcy can be an appropriate way for small businesses to recover from unmanageable debt by reorganization, reducing personal liability or liquidating business…
Three Health Care Documents You Need to Include in Your…
Jan 13, 2017
Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health…
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