September 2016

Estate planning is important for a number of different reasons. Making your intentions clear, avoiding a costly administration process, and keeping the process as simple and least burdensome to your loved ones are the most common I hear from my clients. What clients and advisers sometimes forget in this process are the impact of taxes […]

Families with a disabled minor child are usually vigilant about setting up a plan that will care for and protect the special needs of their child. These families understand the value of setting up a special needs trust that will receive the child’s inheritance upon the parents passing. But special planning is also appropriate for

Please click the link below for the 2016 PumpkinFest 5k and Fun Run flyer. pumpkinfest-flyer

As companies grow and hire employees, many business owners are so busy they don’t realize there are things they can do to avoid expensive lawsuits in the future. One of them is a well written employee handbook. An employee handbook is a description of the company’s mission, values, and policies that impact employees. There a

The majority of my clients tell me that they want an estate plan to make things easier for their children when they pass. Many also place high importance on eliminating disputes between children. A good estate plan will meet those goals, but I always tell my clients to consider rounding out their plan by setting