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Member Articles


You’ve Been Asked to Serve as Executor, Now What?

Author: SCOTT G. HUSABY If you’ve been asked to serve as executor of the estate of a friend or family member, be sure you understand the responsibilities and potential risks before you agree. Keep in mind that you’r ...

Does Your Trust Need Protection?

Designing an estate plan can be a delicate balancing act. On the one hand, you want to preserve as much wealth as possible for your family by protecting it from estate taxes and creditors’ claims. On the other hand, yo ...

A Real Estate Plan for 2022

Let’s start with the obvious, but often overlooked: Controlling your real estate in some form of ownership, especially in today’s restaurant market, is preferable to leasing. Control gives you the option of convertin ...

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