by admin | Feb 14, 2022 | Estate Planning, Financials
Waiting until your aging parent is cognitively declining to talk about finances is a mistake, according to financial experts. Gathering all the information necessary for a complete financial assessment of an aging adult’s needs takes time. You should begin your...
by Michael Delaney | Jan 31, 2022 | Estate Planning
What if we don’t quite receive the joy, we had hoped for during the holiday season? When spending time with family, it is almost unavoidable that disagreements arise, especially during a period when we have been dealing with the pandemic. It’s no longer...
by Michael Delaney | Jan 24, 2022 | Business, Estate Planning
All of us need to plan for how our assets and financial decisions will be handled if we cannot make those decisions and once we have passed. Many of us need to decide whom to pass our business on to once we retire or have passed. It is easy to view estate planning and...
by Michael Delaney | Jan 17, 2022 | Estate Planning
It isn’t uncommon for blended families to experience hurt feelings and an inequitable distribution of inheritance. This may lead to expensive and time-consuming legal battles, which can also cause a rift in the family. While you cannot legislate from the...
by Michael Delaney | Jan 3, 2022 | Aging, Estate Planning
It is prudent to have open, honest conversations with your family regarding your mortality, even though it is very sobering to do so. Even though no one relishes the idea of their death, with forethought you can ensure that your estate plan and healthcare arrangements...
by Lori Pulvermacher | Dec 27, 2021 | Business, Estate Planning
Small business owners are generally familiar with the advantages of a Limited Liability Company (LLC). Still, your LLC can also be an essential tool to avoid gift and estate taxes when passing assets to your heirs. An LLC acts somewhat like a partnership and a...
