Small and mid-sized business owners are unique in that they often carry greater financial risk and more obligations than most people. And yet, just like anyone else, they don’t want…
Planning for the unexpected is important, especially when you’re faced with big decisions about the future. In order to make the best decisions for you and your family, and protect…
An irrevocable trust, used appropriately, can be a great way to ensure the distribution of your assets, avoid probate, and ensure favorable tax treatment. Used inappropriately, or improperly funded, it…
There are also various types of power of attorney, which can be used for different purposes. Because these documents play such an important role in your financial and medical needs, it is important to ensure that your power of attorney document has the intended purpose and is properly prepared.