by msmyers | Jun 20, 2017 | Estate Planning
Already have your estate plan in place? If so, that’s fantastic, you are off to a great start! But don’t forget that your estate plan requires your ongoing attention; a mid-year check-up is always a good idea. For a checklist of items to take a look at,...
by msmyers | Jun 6, 2017 | Estate Planning
All pet owners know that pets aren’t just animals…they are part of the family! Don’t forget to consider what you want to happen to your pets when completing your estate planning. Different states have different laws, but some options may include filing an...
by msmyers | May 19, 2017 | Estate Planning
Forming a business as a Limited Liability Company (LLC) is a popular option among business owners, and for many good reasons. LLCs combine some of the best elements of corporations, partnerships, and sole proprietorship, including providing some of the same protection...
by msmyers | May 18, 2017 | Estate Planning
In the same way that guardians are put in place to provide for the care and raising of minor children, trusts are put into place to provide for the financial needs of minors, as administered by a trustee. Until minors turn 18, they can’t hold assets, so you will...
by msmyers | May 17, 2017 | Estate Planning
For parents of minor children, choosing a guardian for their dependents is possibly the biggest estate planning decision to make. Here are some things to consider when making this choice: Who will do the next best job in raising your kids if you can’t be there?...
by msmyers | May 16, 2017 | Estate Planning
Better yet, does your executor know where your will is? Once your estate planning documents are complete, safekeeping is the next important step. It is vital that your executor and/or your family members know where to locate these document originals. We can help! As...
