You own your own business, so estate planning is about more than your personal assets. You also have to plan for the future of your company.
Parents are living longer now than ever before, and for many people between the ages of 40 and 65, that means simultaneously taking care of their parents and children.
If you have a loved one with special needs, you undoubtedly want that individual to enjoy every available benefit -- and not to be unnecessarily held back in any way. But the truth is that people with special needs are often placed in a position that does limit their ability to enjoy simultaneously the benefits of family wealth and the benefits of government assistance.