Five Different Trusts Used to Achieve Specific Planning Goals

June 26, 2023

by Michael A. Rolando Estate Planning Special Needs Trust Succession Planning

Have you been thinking about starting your Estate Planning, but have no clue where to start? Did you know that you aren’t bound to one type of Trust? Trusts come in many “flavors.” They can be modified to accommodate your lifestyle. Here are five examples

Business Succession Planning: Should You Leave a Business to Co-Owners?

December 28, 2021

by Rachel M. Estelle Business Planning Succession Planning

There are many different issues that might come up as you attempt to leave or sell a business. For example, if you own a family business, you may wish to pass it down to a future generation but it is still beneficial to construct a business succession pla

Best Ways to Protect Your Business with Estate Planning

May 8, 2020

by Rachel M. Estelle Business Planning Estate Planning Succession Planning

Entrepreneurs have advanced estate planning needs because they must think about their individual situation as well as the future of their business. It can be catastrophic for both your business and your legacy to not have these concerns properly addressed