Monthly Archives: February 2013

10 Common Mistakes with Estate Planning—the good news is that all of these mistakes are easily avoidable!

February 10, 2013

Even though a business may be an individual’s most valuable asset, he or she fails to implement the proper succession plan; Failing to consult with a professional and utilizing an online, “do-it-yourself” website; Not properly funding or transferring assets to … Continue reading CONTINUE READING

Posted in: Blog