Hopefully, we have a spirit of gratitude and thanksgiving all throughout the year. But it is during this season that we set aside time to truly focus on and reflect on all of our blessings and what means the most to us . . .

Having an estate plan in place is a valuable gift you can leave your loved ones . . . Let gratitude fuel your estate plan.

Carefully assessing your non-probate assets is a critical part of estate planning that is often overlooked. In order to ensure your estate is distributed in the manner you desire you must first understand what your non-probate assets are, and second, how they will be distributed upon your death.

The Corporate Transparency Act went into effect January 1, 2024, mandating new regulations for millions of business owners.