by Christine | Jan 6, 2014 | Estate Planning |
For many people, estate planning is both a private matter and morbid topic – not something that parents want to discuss with their adult children. While having such conversations takes a lot of courage, families that speak freely about these delicate issues can...
by Christine | Jan 3, 2014 | Business Sale, Estate Planning, Small Business |
While your goal might be to attract the most qualified buyer that will pay the asking price and lead the company on a path of continued success, it is what you expect of your life post-sale that should constitute how you execute the deal. Done right, a business...
by Christine | Jan 2, 2014 | Estate Planning, Family Business, Small Business, Succession Planning |
To ensure your exit goals are met and your family relationships remain intact, it's important to clarify the family succession process right from the start. When you are a family business owner looking to pass the torch, the business is typically your greatest...
by Christine | Dec 31, 2013 | Elder Law, Estate Planning |
Aging parents need to establish a plan and communicate it with their adult kids — and adult kids need to ask their parents about their finances. In our own lives, our parents start and run the money conversations from that first allowance to gearing up for those...
by Christine | Dec 17, 2013 | Asset Protection, Estate Planning, Family Law, Prenuptial Agreement |
Generally, the best candidates for a prenup, besides anyone with substantial assets, are those going into a second or third marriage, says Bonnie Sockel-Stone, a marital and family attorney in Miami, Florida. A prenup proposal is a bit of an oxymoron. With a...
by Christine | Dec 12, 2013 | Estate Planning, Medi-Cal, Special Needs, Special Needs Children, Special Needs Planning, Supplemental Security Income |
Planning for a special needs beneficiary can be incredibly complex, so it’s generally best to consult with a knowledgeable attorney in your state who specializes in this area. Estate planning helps to ensure our loved ones will be taken care of when we are no longer...
