For everything there is a season, and it will soon be the season for taxes. Although it always seems to arrive too quickly, you will start to receive important tax documents by January 31. Whether you are filing as an individual or administering an estate or trust, you should start to prepare for...
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New Business Succession Strategy: The Purpose Trust
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you are a business owner, you may be tempted to succumb to the tyranny of the urgent and fail to take the time to consider the future of your business. However, it i...
January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
Celebrate National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones. Mentors can have a huge positive impact on a young person's life by sharing the wisdom, knowledge, and experience they...
Thirteen Estate Planning Terms You Need to Know
While estate planning should be at the top of everyone’s to-do list, it can be an overwhelming topic to dive into. To help you get situated, below are some important terms you should know as you think about your own estate plan.
Estate Planning Awareness Week: The Importance to You and Your Loved Ones of Having an Estate Plan
Why should you have an estate plan? What are the key elements of an estate plan? An estate plan can provide significant peace of mind by ensuring that your money and property are protected, plans are in place in the event you become ill, and your accounts and property pass down according to your wishes.