Creating your business took time, energy and strategy. You watched it grow and flourish and become the successful company you envisioned. To ensure your legacy continues, it's imperative that you create a succession plan as part of your overall estate planning. What...
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Month: December 2023
3 important roles to address in a thorough estate plan
Estate planning can be a very demanding process. People need to take stock of their current circumstances, including their financial situation and their relationships. Often, the primary focus is on the creation of testamentary documents so that someone's selected...
How can you encourage customers to pay on time?
It’s a common misconception that running a business is easy. It’s not as simple as establishing the company and watching the money roll in. In all likelihood, there are going to be occasions where customers won't pay you for the work that you have done. This may be...
3 estate planning points for new parents to consider
New parents have a lot of tasks they need to take care of. These include the obvious things like buying diapers and feeding the baby. But, there’s something else they need to think about – setting up their estate plan. There are many things that you need to think...