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Month: August 2015

Six Things to Ask Yourself as a Business Owner
GregoryAugust 28, 2015Business Planning, Trusts, Wealth Transfer0 comments

Another helpful link, this one from Northern Trust: 6 Things to Ask Yourself as a Business Owner. Sorry for the quick spate of links to videos and webinars. I happen to be on the look for something else, and found these instead. I thought they may be of interest to my readers. This one is […]

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Estate Planning: How to Get Going and Why You Shouldn’t to Do It Yourself
GregoryAugust 28, 2015Estate Planning 101, Trusts, Wills0 comments

Courtesy of the ABA, here’s a link to an on-demand webinar that should answer a lot of your questions about estate planning. As the brief description of the webinar says, “The program is intended for the general public and does not require a background in the law of wills or trusts or tax.” Click on […]

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5 Reasons You Might Need a Trust
GregoryAugust 15, 2015Estate Planning, Estate Planning 101, Trusts1 comment

Virtually everyone should have a will. To see why, go here. But most people would do well to have a trust. Get that? You don’t have to be Bill Gates to need a trust. Here are five reasons why: 1. Avoid probate. Probate is the word we use to describe the legal process, the court proceedings, […]

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