As a business owner, you know there will be a time when you leave your business.  Some common reasons are sale, closure, retirement, and death, but we all know that it is an inevitable eventuality.  Do you have a plan for what will happen then?  That's your business succession plan, and it needs to be formalized!

Whether it be for business or personal planning, people often want to reduce their expenses by using only one professional (or even trying to DIY it all). While I am frugal myself, I know from my work that reducing the number of professionals is actually not the frugal option!

Depending upon the circumstances and your role, adoption can be a wonderful and difficult time. No matter your role in an adoption (whether current or past), it likely does affect your planning in important ways.

An interesting area of my practice (and one I absolutely love) is international planning. At its core, it is ensuring that your planning works for and is cohesive across involved jurisdiction.

Tax planning can incorporate many different things. Some examples are discussed in this post, including individual, business, transfer (estate, gift, and generation-skipping transfer taxes), and international matters.

Trusts and estates refers to the legal practice area. It includes estate planning (which often includes trusts), trust administration, and estate/probate administration. That certainly is a lot, so let's break it down more!