A limited liability company (LLC) exists structurally between a partnership and a corporation. Most small business owners are aware this hybrid legal entity is beneficial for financial management, yet an LLC is also a powerful estate planning tool for much the same reason. In the case of estate planning, a Family LLC permits the transfer […]

Who should you trust to Make Financial Decisions for You and manage your financial well-being when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make decisions on your behalf. What characteristics should you look for […]

The death of a spouse is a challenging life experience emotionally, spiritually, and often financially. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a complex financial situation with more questions than answers. It is a mistake to think that a complete estate plan […]

Spring cleaning isn’t just for housekeeping, it’s also an excellent time to review your important Estate Planning documents like your Wills, Trusts, and Powers of Attorney. How long has it been since you’ve updated your estate planning documents? Do they still reflect your wishes? Here are 5 common reasons to make updates to your Estate […]