Monthly Archives: August 2009

Knowing When to Review Your Estate Plan

It’s important to remember that after you have executed your estate planning documents (i.e. will, trusts, power of attorney), your life circumstances may change in the future.  Therefore, you need to review your estate plan periodically to determine if any revisions need to be made.  The following life events may require you to change your [...]

Three Essential Steps to Take When Starting Your Business

Set up your business. Make sure you seek out appropriate advice on how to start up and operate your business.   An attorney can help you with the selection of the right legal entity for your business.  An accountant can provide tax advise and help you maximize tax strategies for your business.  A banker can help [...]