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When you first complete a will, it hopefully will be years before anyone needs to execute your plan. Most likely, your life will change over time. In fact, after some life changes or enough time has passed, you should consider updating your will. Here are some...
Your small business has had financial struggles in the past, but you were prepared for them. With a small budget devoted to marketing, you and your team were able to map out what months and seasons customers gave your business a boost. You know your clients...
A financial power of attorney (POA) can be a useful estate planning tool for almost all adults. Yet, many who would benefit from this document avoid creating one.If you do not have a POA in place, you might consider asking yourself why you don’t. There are a...
As the owner of a small business, you are likely a crucial part of its day-to-day operations. What would happen if something unexpected happened to you and you were unable to perform your usual duties?Such disruptions would likely have a significant negative effect on...
An estate plan can be very personal. The details you share with family members are entirely up to you. However, providing clarity now might help prevent future problems.Still, talking about death and money can be uncomfortable for you and your loved ones. This is why...
When you finished creating your estate plan, you may have felt a well-earned sense of relief. Many people do not ever get around to making their estate plans, so if you have come this far, you may be in a better situation than many other people are. However, you are...
Running a business can be hectic, requiring you to constantly put out whatever fires pop up every day. The time-consuming nature of the job, however, is causing owners to overlook a key component of their long-term viability: succession planning.According to a CNBC...
Small business owners’ work and personal lives are often closely intertwined. If you are the owner of a business, you know that the work never stops, and you are never off the clock.After spending so much of your life pouring your heart and soul into your...
Most people don’t want to think about estate planning. Inevitably, the process forces people to think about what will happen after they’re gone. But estate plans give power to those who use them. They allow you to care for your family members and make...
Do you know what will happen to your business if you pass away unexpectedly? Do you have a plan for your business after your retirement? If you cannot answer these questions, you probably do not have a succession plan in place.Without a succession plan, it may be...
