How an Estate Planning Letter of Intent Can Help Your Family

By Melissa A. Register September 4, 2018 Posted in Family Dynamics

Estate planning is an important task that everyone should undertake as it helps to protect your family and loved one’s financial future. However, estate planning can do much more than focus on finances…it can also provide for care of those you leave behind.

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Retirement Planning for Business Owners

By Melissa A. Register August 6, 2018 Posted in Business Owners

When you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also planning for the business itself. Who will run the business after your retirement? Additionally, your estate plan must integrate into your retirement and business transition strategy.

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How Many Plans Do I Need?

By Melissa A. Register July 2, 2018 Posted in Core Estate Planning

Most people have at least heard of an estate plan, but fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans – financial, estate and legacy – are vital to your financial well-being and protection of your assets and family.

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