Aug 28, 2026 | Documents, Small Business, Successor, Wills
Make-A-Will Month is a good reminder to think about this. But for business owners, a will barely scratches the surface. We work with business owners on exactly these questions, and the gaps we find are almost always the same. What a Will Actually Covers for a Business...
Aug 23, 2026 | Children, Estate Planning, Family, Wills
You did it. Maybe Make-A-Will Month finally moved it to the top of your list. Maybe you’ve been meaning to get this done for years and this was the month it finally happened. Either way, you sat down, signed the documents, and walked out with something...
Aug 13, 2026 | Family, Small Business, Wills
August is Make-A-Will Month, and for most people, that is a prompt to finally get a will done. For business owners, the stakes are higher and the plan is more complicated. A personal will and a business succession plan are not the same thing. And if you only have one...
Aug 10, 2026 | Estate Planning, Family, Wills
A family called us after losing their mother. She had a will, properly signed and perfectly valid. But it didn’t tell anyone who had legal authority to be with the children in the first 72 hours, who could pay the mortgage while the accounts were frozen in...
Mar 16, 2026 | Estate Planning, Trust, Wills
In this article, we’ll explain how living trusts provide those benefits, help you weigh the tradeoffs between the two approaches, and explain how to be your own best advisor, and make informed decisions. How a Living Trust Works A living trust, often called...
Mar 8, 2026 | Estate Planning, Trust, Wills
In this two-part series, we’ll help you understand what each type of trust actually does and how to choose the approach that matches what matters most to you and your loved ones. Here in Part 1, let’s dive into what happens when you create a trust in your will...
