Resources

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Estate planning does not have to be overly expensive, especially when you consider the potential costs of not having a plan.

For those families with special needs child, a special needs estate plan can help provide a prosperous future for your child or grandchild.

Have you stopped to consider who will look after your beloved pets when you are not able to? Without a plan your animals could be sent to a shelter.

If you're among the minority of adults who have prepared an estate plan you may think you are settled, but you might want to think again.

Achieving business. wellness can go a long way toward improving your overall physical health. Financial health and personal health are strongly connected, and like physical wellness, financial wellness requires investment for the long term.  Learn more...

Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you will be in for a lively and eye-opening conversation.

When forming your business, you took the time to decide the structure, such as a sole proprietorship partnership, limited liability company or a corporation. Business ownership interests are often an individual's most valuable asset. Like other assets, your business ownership should be carefully managed and protected.

If there is one thing the pandemic has taught us is that we need to plan for the unexpected. Planning for life's unexpected events, whether it's welcoming a new family member, coming into an inheritance, or dealing with an illness, is at the heart of what an estate plan does. 

A Trust is a formal relationship where you, the trust maker, name a trusted person, the trustee, to manage accounts and property for your benefits and the benefit of your […]