Business Partnership Breakup: 5 Survival Tips

Breaking up is hard to do, that goes for your business as well. Below are five simple tips to consider BEFORE you start a business, or break one up. Just as with a real marriage, the best, most predictable and most cost effective planing is done before you consummate the relationship. In other words, always […]

Prenuptial Agreements Key Issue in Asset Protection

One of the issues most likely to adversely affect your wealth is a simple statistic: nearly 50 percent of marriages end in divorce. With the summer wedding season upon us it’s time for a simple discussion of prenuptial agreements and why they must be part of every business owner, executive and physician’s risk-management plan. I […]

Key Legal Documents Everyone Facing a Divorce Must Update

A common error after the expense and trauma of a divorce is not updating a variety of key legal and financial documents. You would not believe the number of estate plans and insurance policies that name an ex-spouse as the beneficiary of everything a client owns. Jeff Landers of Bedrock Divorce advisors provides a great summary […]

When Should You Update Your Estate Plan?

We’ve previously highlighted the financial and legal planning issue business owners and doctors feel uninformed about, and provided links to more than half a dozen articles on those areas of concern. Today we continue our examination of those blind spots by addressing a common question: When should I update my estate plan? We’ve previously addressed common estate-planning […]