Family business carries with it a unique set of responsibilities and requirements, and the story of Cloyce Box illustrates that clearly. Cloyce went from having a football career with the Detroit Lions to founding Oklahoma Cement and Box Energy. After raising four sons, Cloyce passed away suddenly in 1993. Prior to Cloyce’s death, a ten-year […]

With an aging baby boomer population, concerns about paying for long-term care are front and center for many people right now. This has also led to a burst of programs marketed to individuals at or post-retirement, promising to help with the Medicaid qualification process. When engaging in this, you should consider setting up a meeting […]

It’s not a surprise that people are increasingly mobile these days, and that applies to more than just the online sphere. More clients are coming to us with assets in multiple states, all of which must be addressed properly in an estate plan.  Rules within states can vary from one to another, so it’s critical […]

Whether you have just purchased it for yourself or for an aging parent, it’s important to understand the factors involved in a long-term care insurance policy and when it will pay out. Long-term care insurance is a solid option to support or to stand in line with a general healthcare plan. The term “trigger” refers […]

It is not enough to think only about the people who might take over your business after you have stepped down or passed away- you need to think about the funding considerations that come with such a concern. That’s why funding the plan is an important component of your overall guidelines, and it’s something that […]

While your documents might have been in order at the time you created them, shifting laws can change this can cause your well-thought-out plans to miss the mark. Having an ongoing relationship with an estate planning attorney is one of the best things you can do to avoid the challenges associated with the potential for […]

Making sure you’ve reduced risks associated with your assets is an important part of your overall planning for finances and your estate. Read on to learn more about five key tips to get started.  Consider the Pros and Cons of Offshore Money Unfortunately, some recent cases involve courts mandating that debtors bring back overseas assets […]

According to the CNBC Millionaire Study, up to one third of individuals with a minimum of $1 million in assets have not yet engaged a professional for estate planning purposes. While having an estate planner is important for people of all wealth levels, it becomes all the more important when someone has assets above this […]

There is a myth out there that only the wealthiest of entertainers are in need of advanced estate planning strategies. This is not true, because every entertainer could benefit from putting these plans in place before they hit “the big time”. Being skyrocketed into the spotlight highlights the paramount importance of planning, because spending habits […]

It’s common knowledge that people do better with their health when other aspects of their life are low on the stress scale. Even a perso who suffers from serious illness is likely to combat it more effectively if other issues like health insurance, financial concerns, and legal problems are kept to a bare minimum. This […]