Between focusing on growing your business to making decisions that benefit your customers, you may be hard pressed to find time to think about retirement. However, two of the most important plans a ...

It’s critical that business owners have a documented estate plan. In the event of an emergency — a situation involving their sudden death or disability — it’s this plan that determines the transfer or ...

Everyone should have an estate plan. Your estate plan is the roadmap in a crisis, providing guidance to loved ones on how to proceed and ensuring your wishes and goals are met. For those with young ...

One of the reasons I wanted to join the Roaring Fork Schools was because of its strong strategic plan and mission statement. I believe in the work the community outlined through a strategic planning ...

Several months before the spectacular collapse of AIG, senior executive Joe Cassano told his peers, “It is hard for us, without being flippant, to even see a scenario within any kind of realm of ...

Having an estate plan in place that addresses one's current family circumstances is imperative. The consequences could be dire if a client does not have a will in place or if his existing will does ...

The political and personal drama that recently played out on a national stage—should President Biden run for office again or retire?—to me brought to mind one of the most important but frequently ...

One of the most significant benefits of a revocable trust is its ability to bypass the probate process. Probate is the legal procedure through which a will is validated and assets are distributed, and ...

NEW HAVEN, Conn. (WTNH) –CT BUZZ Host Natasha Lubczenko recently met with Kathy Moniello, Founder and President of Forevermore Homes, to discuss how her company helps individuals Age in Place with ...