If you’re considering becoming a franchisee, you may have the opportunity to participate in a "Discovery Day" with a franchisor. Discovery Days are an opportunity to find out if a franchisor is the right fit for you before you enter into an agreement. To make the most...
Our foundation is deep, so it is not restrictive.
It has allowed us to expand our practice to benefit our clients’ strategic, technological, and business needs.
Month: April 2024
Issues which can be addressed in conjunction with your estate plan
In addition to the preparation and execution of a will and/or any associated trusts for the distribution and management of your financial estate after your death, estate planning provides an opportunity to address other concerns. If you are a parent of minor children,...
When is it time to update your estate plan?
Many people have executed a will, trust(s), health care designation documents, and/or powers of attorney, and put them in a “safe place” for when they’re needed. It is best to review these documents periodically for general assessment, and additionally upon the...