Our Estate Planning Blog

Are You Prepared to Age in Place?

‘Aging in place’ is what most of us want—to stay home in our comfortable environment as we age and receive care in the home when needed, rather than moving to a nursing home or assisted living facility.

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Does My Business Need a Succession Plan?

As a small business owner, you should be thinking about your succession plan. A succession plan—or exit plan—is the strategic transferring of management roles or ownership of the company to others, whether it be a family member, an employee or an outside party.

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