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mattmassar
Sep 29, 2020
MORE THAN JUST A BUSINESS PLAN
The Importance of Estate & Succession Planning for Business Owners in Trying Times For many employees, retirement planning is usually...
mattmassar
Sep 27, 2020
PLANNING FOR THE UNEXPECTED
Helping our clients plan for life’s unexpected events—whether it’s welcoming a new family member, coming into an inheritance, or dealing...
mattmassar
Sep 27, 2020
COMMON MISTAKES WITH DIY ESTATE PLANS
The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this...
mattmassar
Aug 26, 2020
ESTATE PLANNING GOES DIGITAL
Did you ever wonder what happens to your digital footprint when you pass away? Well you should, particularly if you are part of the 77...
mattmassar
Jun 24, 2020
ESTATE PLANNING CONSIDERATIONS FOR RESTAURANTEURS
If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your schedule may be even more...
mattmassar
May 27, 2020
COVID-19: A REMINDER OF THE IMPORTANCE OF ESTATE PLANNING
The COVID- 19 Coronavirus has been all over the news lately—and with good reason. For some people, it can turn into a serious illness if...
mattmassar
May 26, 2020
UNCLAIMED PROPERTY - WHAT IT IS AND HOW IT AFFECTS ESTATE PLANNING
For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of...
mattmassar
May 19, 2020
HOW ESTATE PLANNING CAN HELP YOU PLAN YOUR FUTURE
A dream without a plan is simply a wish. Estate planning is not just about death and taxes -- it puts you in the driver’s seat of your...
mattmassar
Apr 21, 2020
THE STREAMLINED ESTATE PLAN - A MODERNIZED APPROACH TO ESTATE PLANNING
The streamlined estate plan approaches planning in a way that removes personal estate planning assumptions and utilizes technology and...
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