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What is an Estate Plan and How Do I Protect My Family?

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It was an absolute joy working with Allison Consulting.  My husband and I have very little assets but we have learned that... Heidi and Andrew Matzke
Orangevale, CA

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This week’s family protection article
Living Trust Funding.- Make Sure Your Trust Works

I can't emphasize enough how important it is to fund your trust. You may have the greatest trust in the world, but if you have not transferred your assets to it, your family will have to go through probate. And this would defeat the primary purpose of establishing... read more

Click here for the Free Report on the 7 Common Mistakes in Estate Planning

 

The 6 Questions You Must Ask Before You Spend a Dollar on Your Will, Trust or LLC. Click here

                
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This week’s business protection article
The Importance of Buy-Sell Agreements

One of the most important contract a business owner can make is a Buy-Sell Agreement. Unfortunately, it’s a contract few business owners take the time to make. In its basic form, a buy-sell agreement controls who gets the owner’s share of the business... read more

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