Administering your spouse’s estate plan after losing him or her is the last thing you want to think about. It may seem unnecessary to need to review and administer an estate plan during such a time of grief. But there may be decisions that need to be made sooner rather than later. In many cases [...]
Every family has different dynamics and different circumstances when it comes to planning for the future. Regardless of your wealth or your family situation, one task you’ll be faced with while planning your estate is to choose your beneficiaries who will be receiving your assets. Maybe you think that answer is easy and you [...]
Having an estate plan is a great first step to securing peace of mind in knowing your affairs are in order and your wishes for your assets and wealth are taken care of in case anything happens to you, or once you are no longer here. If you have children, they are most likely the [...]
We have seen many examples of celebrities not having an estate plan when they pass, or why updating your estate plan is so crucial in case the unexpected happens. This is always frustrating to see since we know that they have the means to get their affairs in order, and also have a responsibility [...]
COVID-19 has changed the way the world operates and will for years to come. The pandemic has been a wake-up call for many people to slow down and reevaluate a lot of aspects of their lives. Man people are revisiting is their estate plans. Now is a great time to either look at your [...]
The holidays are quickly approaching and many of you will have a chance to see your parents and, for some of you, your grandparents. This would be an excellent opportunity to discuss your parents’ future and estate planning needs among the loved ones. Yet, discussing the retirement plans and estate planning needs with your [...]
Every small business owner is faced with various business risks, whether related to an injury, theft, damage to property, employee discrimination claims, or liability suits. As much as you plan for success, as a business owner, you must have these risks on your radar. You should be prepared if and when they materialize. What [...]
Hedge funds have been around for decades, but recently they have seen a sharp increase in popularity. This popularity is due, in part, to the Wall Street’s focus on the investors’ short-term benefits (or “short-termism”) and the lack of oversight over the hedge fund industry. Now, the question is whether the newly proposed Brokaw [...]
The past few years have seen an increase in small to middle-sized business sales. The economic forecast suggests that this trend will continue. If you are considering a business sale, it’s vital to understand the selling process and prepare your business for the contemplated sale well before you try to put your business on the [...]
It’s getting to be that time of year again….kids are back in school, days are cooler and shorter and colds, flus and viruses rear their ugly heads. Along with feeling terrible, come doctor’s visits, medications, missed work days and sometimes hospitalization making paid sick leave is essential. The Centers for Disease Control and Prevention reports [...]
