Get A Quote
 

Articles

  • Estate Management Checklist

    Oct 21

    Do You Have a Will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do You Have Healthcare Documents in Place? Healthcare documents spell out your wishes for health care ...

    Read More
  • Will Power

    Oct 21

    Only 45 percent of adults have a will or other estate documents in place, which may not be entirely surprising.1 No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone. But a will is an instrument ...

    Read More
  • Trends in Charitable Giving

    Oct 21

    According to Giving USA 2020, Americans gave an estimated $449.64 billion to charity in 2019. That’s one of the highest totals in more than 60 years since the report was first published.1 Americans give to charity for two main reasons: to support a cause or organization they care about or to leave ...

    Read More
  • Succeeding at Business Succession

    Oct 21

    According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.1 While the number may shock you, it is not surprising that many small business owners are consumed by the myriad responsibilities ...

    Read More
  • What is the Value of Your Business?

    Oct 21

    In the third quarter of 2019, more than 2,400 small businesses were sold. The median sale price was roughly $278,000, up 3.3% from 2018.1 As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate tax estimates, or qualifying for a loan. There are a ...

    Read More