Change Happens: Why you Should Update Your Estate Plan

A question that I am asked on a regular basis is, “How Often Should I Update my Estate Plan?” The question is not as clear-cut as you may think. Here is some information to keep in mind: Life: Weddings, births, new job, divorce, family dynamics, retirement, business ownership, new assets, illness, and death. Change Happens. … Continue reading Change Happens: Why you Should Update Your Estate Plan

3 Things a Business Owner Should Think About

As an entrepreneur and business owner, your “To Do List” never ends. The tasks pile up with a frequency that is reminiscent of an automatic feeder system in an assembly line. You tackle the most important and pressing items first. Then, you look at the next crisis to avoid and how to prevent a near … Continue reading 3 Things a Business Owner Should Think About

Small Business Week – Entrepreneurs and Estate Planning Series (Part 2)

Last week (May 12-16) was National Small Business Week. Every year since 1963 the President of the United States has issued a proclamation announcing National Small Business Week, which recognizes the contributions of America's entrepreneurs and small business owners. Are you interested in what happens to all your hard work, effort and energy that you … Continue reading Small Business Week – Entrepreneurs and Estate Planning Series (Part 2)

Small Business Week – Entrepreneurs and Estate Planning Series (Part 1)

The National Small Business Week is May 12-16, 2014. This post will share information about doing business in Maryland. According to the Small Business Administration website, every year since 1963, the President of the United States has issued a proclamation announcing National Small Business Week, which recognizes the critical contributions of America’s entrepreneurs and small business … Continue reading Small Business Week – Entrepreneurs and Estate Planning Series (Part 1)