04 Oct Remarrying? How to Protect Your Children’s Inheritance

Posted at 10:48h in Business Succession, Financial Protection, Trusts, Wills

Hi Everyone! This past weekend I got together in Dallas with my old college friends for the Texas A&M/Arkansas game. It was great catching up with all of them after many...

21 Aug Should You Put Your Kids on Your Deed?

Posted at 11:34h in Business Planning, Business Succession, Estate Planning, Wills

Trent and Ella were in their late 60s and decided to put their son, Miles, on the deed of their home. They’d paid $500,000 for the property 30 years ago,...

24 Jul Do You Need an Attorney for Your LOI?

Posted at 15:49h in Business Planning, Business Succession, Estate Planning, Trusts, Wills

John, a successful owner of a family-run manufacturing business valued at $20 million, finally decides to sell. After years of hard work and dedication, he receives an attractive offer from...

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 Selling Your Business? Make Sure You Avoid Danger After the Sale

Posted at 11:23h in Business Planning, Business Succession, Financial Protection, Wills

Looking to sell your company and be rewarded for your years of hard work? You may be thinking that after you sell your company, you’ll finally be able to relax...

27 Jun Do Sole Owners Need a Buy-Sell Agreement?

Posted at 11:49h in Business Planning, Business Succession, Estate Planning, Financial Protection, Wills

Happy Summer! This weekend we celebrated my nephew, Jack’s, high school graduation(he’s the tall one in the pics). I can still remember visiting him for the first time after he was...

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...