Defining the Legal Relationship Between Grandparents and Their Grandchildren

Raising a grandchild (or even spending a lot of time with your grandchild while his or her parents work) can be fraught with legal and financial complications. Lacking many of…

Business Conflict: Tips for Settling Business Disputes Part 2

In part 1, we discussed the importance of knowing how to negotiate business deals and mitigate conflict whenever possible. Besides being a financial drain, business disputes can also create conflicts…

Business Conflict: Tips for Settling Business Disputes Part 1

A large part of being a successful business owner is knowing how to make deals and facilitate conflict when it arises. When in a dispute over a deal or an…

The Surprising Secret to Keeping Good Records in Your Small…

Keeping good records relieves stress and makes running your business easier and more enjoyable. But it may not look like what you think if you’ve run your business by saving…

When Duty Calls: Navigating the Sandwich Generation with Ease

The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the “sandwich” generation. This growing population…

Why Everyone Needs an Agent

Everyone needs an agent – and not the Hollywood type. An agent is someone you designate to handle your estate after you’ve gone or who can make decisions for you…

Reasons to Establish a Trust (and Being Rich Isn’t One…

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate…

The Perfect Solution for Choosing Your Child’s Guardian

If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important task while waiting for the perfect…

What is a foreign trust?

The Tax Implications of a Foreign Trust The issue of foreign trusts comes up in estate planning during a number of different situations. For example, if you name a successor…

What You Can Learn From the Estate Planning Mistakes of…

There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary tales when it comes to estate planning. Even with all the financial…