Category Archives for "Business Planning"

Feb 25

Could an IRA Trust Benefit Your Family?

By Taylor Haley

Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people you named via your IRA beneficiary designation form.Unless you take extra steps, the named beneficiary can do whatever he or she wants with the account’s […]

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Feb 11

3 Ways A Lack of Estate Planning Can Cripple Your Company

By Taylor Haley

When running a business, it’s easy to give estate planning less priority than other matters. After all, if you’re facing challenges meeting next month’s payroll or your growth path over the immediate term,  concerns over your potential incapacity or death can seem far less pressing.   But the reality is considering what would happen to your […]

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Jan 28

The Grave Risks of Using DIY Legal Documents

By Taylor Haley

Need instructions for replacing your car’s spark plugs? Want to learn HTML? Looking to find the route home with the least traffic?  You can find all of that—and just about anything else—with a quick Google search. Indeed, the amount of information you can gain from the Internet is staggering. But just because you can find […]

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