Estate Plans for the Business Owner

If you are a business owner, whether you have an LLC, Sole Proprietorship, or have part ownership in a business, planning for your business interests is important. As a business owner, your plan may need to include a buy-sell agreement, business owned key-man...

Year End Tax Planning

As 2018 draws to a close, now is the ideal time to take advantage of the tax strategies and tax-deferred growth opportunities in your charitable-giving and year-end tax planning as well as to revisit your estate plan to ensure it incorporates the latest changes to tax...