How to Leave Assets to Minor Children Most parents want to make sure their children are provided for in the event something happens to...

Retiring from your business can a tough decision. To ensure that what you have built continues on, there needs to be a plan for...

There are many software programs, as well as websites, that sell do-it-yourself estate planning documents. These websites and form tools...

We all know there are differences between employer and employee. Well, have you ever considered how those differences impact retirement...

Baby boomers - we are the first generation tasked with the responsibility of planning for and funding their golden years. This...

Incapacity planning for business owners is an indispensable component of your plan. Most business owners have their estate planning...

Like all things, tax laws are constantly changing. Together, we need to respond quickly and strategically to the new developments in the...

The entrepreneurial life is profoundly demanding. In theory, the idea of “being your own boss” sounds empowering. In practice, running a...

Before I begin, Happy Birthday to my first love, my beautiful and wonderful mom, Iris Newman! Love you with all my heart and soul! Keep...