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Taming The Planning B.E.A.S.T.

Taming The Planning B.E.A.S.T.

The planning beast is always lurking. Will you be its next victim? By James L. Moore, JD, CExP Because most entrepreneurs maintain a primary focus on running a successful business, proactive planning understandably gives way to the demands of the day. Unfortunately,...

Beneficiaries Get Hit With Big Headache

Beneficiaries Get Hit With Big Headache

By Sandra Block, USA TODAY In the Charles Dickens classic; Bleak House, a dispute over a will drags on for decades, leaving a legacy of wasted lives. One Character shoots himself; another explodes. When the estate is finally settled, the entire fortune has been...

What is Proper Estate Planning?

What is Proper Estate Planning?

You want to control your property while you are alive and well, taking care of your loved ones and yourself if you become disabled. Before or after your death, you want to distribute your property to whomever you want, whenever you want, and however you choose....

Is Estate Planning Really a Lifetime Process?

Is Estate Planning Really a Lifetime Process?

Yes.  Estate Planning is not a "one-shot" event; it is an ongoing process.  Families change...goals change...assets change...and the law is always changing. We can offer you an initial estate or business succession plan coupled with annual or bi-annual...

Is a “Living Trust” expensive?

Is a “Living Trust” expensive?

A living trust does cost more initially than a will. But the cost of not preparing a LOVING TRUST, if only measured in tax savings, is so much greater!! Consider your estate plan like you would consider the purchase of your home; the inital cost more than...

Veterans Aid & Attendance Planning While In Assisted Living

VETERANS AID & ATTENDANCE PLANNING WHILE IN ASSISTED LIVING We have all heard the statistics, Americans are living longer, and because of it are requiring more and more long-term care services, including assisted living.  Who can afford to pay for such care?  Not...