by Amy Delaney | May 2, 2022 | Estate Planning, Special Needs
Estate planning presents unique challenges for families with special needs children. To maximize your estate’s potential for use, enhancement, and enrichment while maintaining your special needs child’s enrollment in public benefits programs, careful...
by Amy Delaney | Apr 25, 2022 | Estate Planning
The foundation for a successful transfer of wealth to your loved ones is a comprehensive estate plan. Sadly, many of us overlook the importance of communicating our estate plans to our family and heirs. A thorough and up-to-date estate plan may not prevent emotional...
by Amy Delaney | Apr 13, 2022 | Business
In business valuation, a defined set of procedures is used to estimate how much an owner’s interest in a business is worth. There are a number of valuation techniques that can be utilized to determine a fair valuation. Here are just a few reasons why your small...
by Amy Delaney | Apr 11, 2022 | Aging, Nursing Homes
Due to the Coronavirus, our elderly population is increasingly isolated from their families and extended communities, making them vulnerable to neglect. This isolation, coupled with the possibility of a COVID-19 resurgence, will likely cause older Americans to...
by Amy Delaney | Mar 17, 2022 | Business
A business cannot plan for every eventuality. An effective succession plan that outlines ownership, operational logistics, and financial structure can guide your business through retirement, disability, or death. The business succession plan serves as a guide,...
