by Kevin Kennedy | Jul 25, 2017 | Estate Planning, Law, Litigation
As I work with small business owners and investors throughout the year, I want them to see the big picture when it comes to Estate Planning. Many misunderstand what the Estate Plan is all about and think it’s simply an ‘asset protection’...
by Jarom Bergeson | Jun 20, 2017 | Estate Planning, Real Estate, Tax Planning
I have a close relative who works in fund-raising for a fairly large university. While he loves receiving large charitable donations in the form of immediately available cash or other marketable assets (such as real estate and publicly-traded stock), he knows that...
by Lee Chen | May 23, 2017 | Estate Planning, Law, Retirement Planning
Most of us will, at some point in our lives, be called upon to administer the estate of a departed family member or loved one. While it may seem like an honor to have been entrusted with this responsibility, the reality is often it is a thankless, time consuming job,...
