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3 ways to transfer a family business

If you run a family business, you might want it to continue after you pass away. To ensure your business succeeds once you are gone, you must create a succession plan. This is an essential part of estate planning for any business owner.  Planning how your...

Named as a trustee? Here is a quick guide

Did someone just designate you as a trustee? If so, you probably have plenty of questions. As a trustee, you are legally responsible for handling any assets that are in the trust. It is crucial to understand your responsibilities as a trustee so you can act...

3 signs you should update your estate plan

If you already have an estate plan, congratulations! That is an important step that many people procrastinate for decades. However, even though this achievement is complete, remember you need to check up on it every now and then.  Your life changes a lot over the...

3 important estate planning steps for new parents

If you recently had your first baby or are planning to have one in the near future, your mind may be racing with questions. Will you be a good parent? Will labor and delivery go smoothly? Have you done everything necessary to protect your new or future offspring? As a...