Pairing a Pour-Over Will With Your Trust
Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all assets are moved into a Trust after an individual's [...]
Pass It On
“When you succeed, don’t forget the responsibility of making someone else succeed with you.” – Antonia Novello Almost without exception, the opportunities we have in our careers come because of [...]
Think it Through, Plan it Out
“The nicest thing about not planning is that failure comes as a complete surprise rather than being preceded by a period of worry and depression.” – John Harvey-Jones With all the craziness that [...]
Guidance on PPP Loans of $50,000 or Less
In October of 2020, the SBA and Treasury released an Interim Final Rule that makes it significantly easier for businesses with Paycheck Protection Program loans of $50,000 or less to receive [...]
What Have You Learned This Year?
“In a dark time, the eye begins to see.” – Cavett Robert Very few people would classify the year 2020 as “good”. Constant chaos is a challenge, and lot of our chaos this year has been the result [...]
Who Are You Listening To?
“People often claim to hunger for truth, but seldom like the taste when it’s served up.” – George R. R. Martin Last week in this space I mentioned all the noise that comes our direction and how [...]