estate and trust

What an Estate Plan Can Do for You

What Can an Estate Plan Do for You? While most people know they should consider estate planning, it’s a topic that often finds itself on the backburner. A new year is a great time to start thinking about the [...]

By |2018-01-17T17:32:42-05:00January 17th, 2018|Categories: Blog, Tax, Wonsun Shin Willey|Tags: , |0 Comments

Top 40 Succession Planning Tips

Top 40 Tips for Succession Planning Whether you’re a business owner planning for retirement or an individual planning for your family’s future, it’s important to have a good succession plan. Having a well-developed succession plan can help ensure your [...]

By |2018-01-30T13:40:18-05:00March 13th, 2017|Categories: Blog, Estate & Trust|Tags: , , |Comments Off on Top 40 Succession Planning Tips