Blog
How Does My Buy-Sell Agreement Work with My Estate Plan? Or Does It?
When building a business, you speculate a lot about the future while planning for multiple contingencies. For example, a...
What to Know about Estate Planning for Unmarried Couples
We’ve all seen the medical drama: one partner in critical care, the other pacing in the waiting room, unable to be by their side...
What is the Best Business and Tax Structure For Entrepreneurs?
When you think about starting a business, it’s easy to get caught up in the excitement of an innovative idea, monetizing your...
Incorporating Philanthropy into Multigenerational Planning
We are on the verge of a historic wealth transfer, with an estimated $84 trillion predicted to be passed down from baby boomers to...
What to Know about Cryptocurrency and Estate Planning
Don’t let the Dogecoin memes fool you into thinking crypto is an internet joke: cryptocurrency has become a staple in financial...
Succession Planning for Medical Practices
Is succession on your mind? No, not the HBO show that aired its finale last year (although who hasn’t continued to wonder what...