Starting Your Year on The Right Path As a business owner, oftentimes the day-to-day grind takes over any strategic planning for the future. I challenge you to take a few hours in these early months of 2026 just for strategic planning and getting your financial house in order. These few hours now may save you… Read More
Trust & Investment
The Importance of a Succession Plan Succession planning for any business, especially a small privately-owned business, is crucial. You probably know of at least one business that closed not long after the founder or a key employee fell ill or passed away unexpectedly. This may have happened despite the business having a long list of… Read More
Why You Should Use a Corporate Trustee If you decide to establish a trust as a part of your estate plan, either under your will or by a separate trust agreement, one of the most important decisions you will need to make is who to name as trustee. You can name an individual, such as… Read More
Why a Living Trust Might be Right for You and Your Family If you plan to do a basic will for your estate plan (or already have a will), you may want to consider using a “living trust” instead. There is a commonly held belief that trusts are only appropriate for people with very large… Read More