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Tag Archives: AssetProtection

  1. A well-planned estate: Gift your family ‘security’ for the holidays

    By: Cristina N. Hyde, J.D. With the arrival of the holidays, it is natural for us to turn our thoughts to family, but many of us struggle to find our loved ones the perfect gift. Might we suggest the gift of a well-planned estate? Especially if you are a small-business owner, a well-thought out estate…

  2. POWER OF THE PURSE PODCAST: EPISODE 35: HOW TO NAVIGATE THE WORLDS OF LAW AND MEDICINE

    Use the following link to listen to Episode 35 of the Power of the Purse Podcast featuring our own Gina L. Campanella! “Good afternoon, everyone. My name is Lynn S. Evans, and I am the host of Power of the Purse Podcast. There was a time in my life not too long ago, when I…

  3. It’s Essential to Connect Personal Estate Planning and Business Succession Planning for Business Owners

    By: Neel Shah, Esq. According to data from the U.S. Census Bureau, in 2012, there are 27.6 million businesses closely held in the United States. Business ownership and entrepreneurship are critical drivers of legacy creation as well as significant wealth, but it becomes even more important for the individual to approach estate planning from their…