Monthly Archives: June 2017

The way out…

It has been a while since we have discussed the importance of the “business prenup”. With life always comes change. So, we want to take the opportunity to revisit. Do you know what will happen to your business if your partner leaves the business or passes away? What about if you become disabled? Most business

Does the left hand know what the right hand is doing?

We know you’ve heard the saying “the left hand doesn’t know what the right hand is doing”. When it comes to estate planning, this colloquial phrase is critical. Every legal document has implications. In some cases, these documents can contradict each other. In order to truly carry out your wishes, you must be sure that

Zoned out…

You’re interested in opening your physical location for your food catering business. You found the perfect space, the lease seems straightforward and the landlord appears to be honest and fair. There is some work to do in the space, but it won’t be too costly. You sign the lease for the building and your equipment

Do you know Ladybird?

Annette, a widowed woman with two adult children has a home, which is paid off. She has a checking account, savings account and a life insurance policy, all of which have her children as beneficiaries or transfer-on-death designees. Since she intends for her children to get the house immediately when she passes, she wants to