Estate Planning

Three Important Concerns Self-Employed Individuals Should Address

Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more freedom than the average worker, a lot of responsibilities lie on your shoulders. Working together, we can craft a comprehensive estate plan that will help you address three important concerns you may have.

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Have You Chosen the Right Trustee?

Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones.

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Planning for the Recently Retired

With retirement comes a new chapter in life. To make sure that you have enough money to survive, you have most likely inventoried everything you own and your sources of income.

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What to Do After a Loved One Dies

If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a trust administration or probate lawyer – can be quite overwhelming. First and foremost, take care of yourself during this emotional time. 

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Pros and Cons of a Family Limited Partnership

Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve the fruits of your labor and dedication, you must do everything you can to protect it. Whether you seek to protect yourself, your investments, and your family from taxes, creditors, or probate, a family limited partnership (FLP) is a strategy worth considering.

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FREE Personal Asset & Liability Worksheet

This personal financial statement template is a great tool to keep track of your personal assets, liabilities, income and expenses.