Protecting Your Business with a Buy-Sell Agreement

By |2022-03-02T21:51:36-06:00March 18th, 2022|Blog, Business Structure, Employment Law, Estate Planning, Estate Planning, Small Business, Tips|

If a business has multiple owners, eventually a change in ownership will need to happen. An owner will retire or move on for another reason. Don’t forget that emergencies can also happen. Changing ownership doesn’t need to be complicated. Planning ahead will help dispel disaster when the time comes for a transition. The plan [...]

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Mistakes to Avoid When Business Succession Planning

By |2022-02-10T17:34:51-06:00March 4th, 2022|Blog, Business Law, Business Structure, Estate Planning, Estate Planning, Small Business, Tips|

As a business owner, you probably feel that your business is your baby. Business succession planning always seems so far off. It’s hard to think about what may happen to your business when you’re no longer able to run it. To ensure your business will keep running once you leave it, or to get [...]

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Don’t Let These Two Words Wreak Havoc on Your Estate Plan…

By |2021-11-16T16:21:26-06:00December 10th, 2021|Blog, Estate Planning, Estate Planning|

“Per capita” and “per stirpes” are phrases you’ve probably never heard of or at least don’t use very often. These phrases can determine how your wealth is passed on to each generation of your family.  So not knowing the difference can potentially lead to disinheriting your loved ones.  Three Ways To Pass On Your [...]

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How to Gift From Your Estate This Holiday Season

By |2021-11-16T16:20:47-06:00December 3rd, 2021|Blog, Estate Planning, Estate Planning, Tips|

‘Tis the season for gift giving! This time of year can be stressful with the hustle and bustle of the holidays. But maybe this year you aren’t looking for the hottest deals or the most popular toys to give. We can help you prepare if you’re considering gifting part of your estate. Here’s a [...]

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Here’s How to Handle Irresponsible Beneficiaries

By |2022-08-23T15:35:36-05:00November 26th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Every family has different circumstances and dynamics. Irresponsible beneficiaries can be hard to plan for. Maybe you’re planning to leave everything to your children but they are still young. Maybe your ideal beneficiaries have other challenges they are facing like health problems, addiction, or aren’t financially responsible enough. Considering your beneficiaries’ circumstances and futures is [...]

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This Thanksgiving Be Grateful For Talking About Your Estate Plan

By |2021-11-15T16:24:26-06:00November 19th, 2021|Blog, Estate Planning, Estate Planning, Tips|

While you’re passing the mashed potatoes, why not talk about your estate plan? Thanksgiving is the perfect time to talk to your family about your estate plan. If you’re reading this you most likely have an estate plan, but have you told your loved ones what’s involved in your plan? Do they know what [...]

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Don’t Forget Your Furry Friends in Your Estate Plan

By |2021-11-12T14:18:24-06:00November 12th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Your pets are a huge part of your family, but so often we don’t think to include them in our plans for the future. Including your pet in your estate plan may seem silly as most of us will outlive our furry loved ones, but what happens in case of an emergency? It’s always [...]

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Protecting Your Assets with Your Estate Plan

By |2021-11-05T15:11:21-05:00November 5th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Did you know you can use your estate plan to protect your assets? Estate planning provides many things and the benefits are endless. What many think traditional estate planning is, only covers a small portion of what an estate plan can do for you. Many think the main purpose of estate planning is the [...]

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Don’t Plan from Your Deathbed

By |2021-10-29T14:40:47-05:00October 29th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Delaying your estate planning could have severe consequences for your loved ones and for the life you’ve worked hard to build. A proper estate plan takes time to create and finalize. So waiting until it’s too late could be devastating to you and your family. In some instances if you wait until you have [...]

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How to Include Cryptocurrency in Your Estate Plan

By |2021-10-22T14:00:50-05:00October 22nd, 2021|Blog, Estate Planning, Estate Planning, Tips|

It’s time for traditional estate planning to start evolving, just like our technology and our currency. It seems the buzzword the past year or so has been “cryptocurrency” and if you’ve taken part in the craze, then you know how quickly things are evolving. As our assets and our lives move online, we need [...]

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