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Charitable planning and gifting is an essential tool for individuals who wish to make a positive impact on the world.  Charitable planning can be a part of the estate planning process if desired by the client. Making a Lasting Impact Through Charitable PlanningCharitable planning is a thoughtful and strategic way to incorporate philanthropy into your overall […]

Irrevocable trusts are designed to permanently transfer assets into a trust for some strategic purpose.  With proper guidance, many aspects and terms of the trust can be changed, amended or deleted through strategic drafting. Can an Irrevocable Trust Be Changed? Yes—With the Right GuidanceThe term “irrevocable” often gives the impression of something that’s set in stone. […]

It often takes years to build a successful closely held business.  Often this success is principally due to the efforts of one, or a few individuals.  Building a succession plan that addresses the unexpected death of a key person is part of the estate planning process for the small business owner. Preserving business value is […]

It often takes years to build a successful closely held business.  Often this success is principally due to the efforts of one, or a few individuals.  Building a succession plan that addresses the unexpected death of a key person is part of the estate planning process for the small business owner. Why Business Owners Should […]

An heir is someone who is related to you by blood or marriage who might receive your property in the absence of effective planning.  Beneficiaries are the people that are chosen to receive your assets through the execution of estate planning documents that set forth your desired distribution plan. Heir vs. Beneficiary: Why the Difference […]

Beneficiary designations bypass the probate process, and are instructions provided directly to a named individual immediately upon the owner’s death. The Importance of Beneficiary Designations in Estate PlanningDesignating a beneficiary means naming a person or entity to receive your assets upon your death. This simple but crucial step plays a major role in your estate plan. […]