Moving to another state?
Revisit your estate plan -
If you recently relocated to a new state — or you’re planning such a move — it’s a good idea to review and update your estate plan. You won’t have to throw out your...more
Employee stock ownership plan -
A versatile business exit and estate planning tool -
If you own a closely held business, a significant portion of your wealth may be tied up in it. So, to prepare for retirement and...more
Sharing is caring -
How much should you tell your loved ones about your estate plan?
After you’ve created your estate plan, it’s important to consider how much information you should disclose to your loved ones about...more
Estate planning in a digital world -
Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more