Danny lived in his mother-in-law’s attic for the better part of a year. His business had failed. The house went with it. What he had left was his wife, two young kids, a cot under a slanted ceiling, and pizza on Saturday nights: the one thing the budget could still afford, and the one hour of the week that felt like living instead of surviving. I think about Danny's attic every time a client tells me what they're actually afraid of losing. It's rarely the house. It's rarely the number in … [Read more...] about Pizza in the Attic: What Legacy Planning Actually Looks Like
business succession planning
Estate Planning with Entities
More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the governing agreement and estate planning documents of a deceased owner conflict, unintended, potentially litigious, results occur. Read on to learn more. … [Read more...] about Estate Planning with Entities
Start 2022 the Right Way
The New Year gives us an opportunity to start fresh. If you don’t yet have an estate plan, now’s a great time to make an appointment with an Estate Planning attorney to talk about your goals and concerns. If you already have one, the New Year gives you an opportunity to review it to ensure that it still accomplishes your goals or to make any necessary changes. Read on to learn more … [Read more...] about Start 2022 the Right Way
Using Entities in Estate Planning
More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the governing agreement and estate planning documents of a deceased owner conflict, unintended, potentially litigious, results occur. Read on to learn more. … [Read more...] about Using Entities in Estate Planning
