09 Jul Trusts: Revocable vs. Irrevocable

Posted at 15:41h in Estate Planning, Financial Protection, Trusts, Wills

Spring Lake. Fish Tacos. Asbury Park. Betty’s Icebox. The 4th of July was full of memories! Hope you and your family enjoyed the holiday, too. Let’s get into this week’s topic. “I...

05 Jul Why Every Business Owner Should Consider a Legal Audit

Posted at 11:46h in Corporate Transparency Act, Estate Planning, Financial Protection, Trusts

As a business owner, it’s easy to get caught up in the day-to-day operations. As Michael Gerber says in The E-Myth Revisited, your attention is working in the business rather than on the business. Especially...

05 Jun Selling Your Business? You Need to Ace Due Diligence First

Posted at 10:49h in Business Planning, Business Succession, Estate Planning, Trusts

Picture this: You’ve received an offer from a potential purchaser to buy your business. They’ve sent you a letter of intent and you’re floored by the offer. The purchase price is...

28 May Why Your Living Trust Might Fail

Posted at 13:37h in Estate Planning, Financial Protection, Trusts, Wills

The Critical Importance of Proper Funding “I couldn’t believe my father paid $4,000 for a trust that didn’t work.” I still remember my friend, Amy’s, words as she told me her heartbreaking...

30 Apr Myth: All I Need is a Will

Posted at 12:28h in Estate Planning, Financial Protection, Trusts, Wills

Looking into estate planning leaves many with information overload. You’ve probably heard that “everybody” needs a will. You may have even heard that “estate planning” is important for your family. But what does...

23 Jan Why a Will is Not Enough

Posted at 08:14h in Estate Planning, Trusts, Wills

You've always been told, "Everyone needs a will." But what if I told you there's more to the story? Sure, having a will is better than nothing, but it's not...

Happy gathering, important conversation during Holiday season

06 Nov Why You Shouldn’t Skip the Most Important Conversation This Holiday Season

Posted at 20:07h in Estate Planning, Trusts, Wills

A Fleeting Opportunity You might be wondering, why bring up such a serious topic during the holidays? When other topics like politics and religion have exhausted themselves (or as a way to...

06 Jul Trust vs. Wills: Which is Better for You?

Posted at 08:30h in Estate Planning, Trusts, Wills

I already have a Will. I’m all set . . . right?? You’ve probably heard and read that “everybody” needs a will. While that’s true to a certain extent, it’s definitely...