by Doug McClure | Jun 24, 2019 | Estate Planning, Life Insurance
Parents that have children that have special needs are aware of the fact that the children will need providing when they (parents) pass away. This thought is what leads these parents into setting a special needs trust. However, most are unsure of how they will fund...
by Doug McClure | Jun 3, 2019 | Estate Planning
Conflicts are common among family members during inheritances. Things get more complicated when a successful business is part of any inheritance. Each and every member will expect to be put in charge of the thriving business without following protocol, which can cause...
by Doug McClure | May 31, 2019 | Estate Planning
Did you know that over 70 percent of businesses run by families do not make it through the transition from the founder to the second generation? This is the more reason to have a solid succession plan if a family-owned business is to pass from one generation to...
by Doug McClure | Apr 16, 2019 | Estate Planning
Succession planning is not as easy as it seems on paper. Implementing a successful succession plan takes creativity, time, commitment and intelligence. Companies that overlook the essence of succession planning die with their owners, and if not, they ultimately...
by Doug McClure | Mar 18, 2019 | Estate Planning
Serving as someone’s estate executor can be a burden and at the same time an honor. Being entrusted with the responsibility of handling a deceased’s wealth distribution among other affairs means the person trusted you. Executing your fiduciary mandate,...
by Doug McClure | Mar 8, 2019 | Estate Planning
Secure Your Grandchildren’s Future: Set up a Trust Fund If you are thinking about the future of your grandchildren, you could choose to leave them money or pay for future costs such as college tuition. However, setting up a trust on their behalf is a better...
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