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personal and charitable gift planning

As the fourth quarter of the year approaches, it is time to turn our thoughts to gifts, both personal and charitable. We also need to consider whether (and how) to make gifts both during lifetime and after death.

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why Intellectual property is critical for startups

Any new business owner or startup entrepreneur is aware of the challenges that come with starting a new venture. While new companies are busy focusing on the tangible aspects of their business such as product development, employees, raising capital,

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Estate Planning Basics: Selecting the Right Trustee

Part 6 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.

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Estate Planning Basics: Keeping Your Trust Safe With Spendthrift Provisions

Part 5 of a series breaking down the process of helping clients set up Trusts by narrowing down the issues into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.

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