by Brian Small | Oct 24, 2023
Oh, come on. Redoing an estate plan sounds about as exciting as purchasing tires! Well, it just so happens that tires are a perfect analogy. It is not fun to buy tires; it is necessary if the tread is unsafe – leaving your tires, your foundation for safety on the...
by Brian Small | Oct 18, 2023
Over the next few weeks, I will be doing blog posts on the essential elements of an estate plan. I decided to start with the Medical Power of Attorney, truly one of the most important parts of an estate plan. A medical power of attorney is a legal document that grants...
by Brian Small | Oct 5, 2023
In today’s fast-paced and unpredictable world, planning for the future is essential. One crucial aspect of such planning is establishing a durable power of attorney (DPOA). A DPOA is a legal document that grants a trusted individual, known as an agent or...
by Brian Small | Jul 14, 2023
A revocable trust and a will are both important estate planning tools, but when it comes to flexibility and efficiency, a revocable trust offers several advantages over a will. Here are some key reasons why a revocable trust is often considered better than a will. A...
by Brian Small | Jun 9, 2023
An Offer in Compromise is a program offered by the Internal Revenue Service (IRS) that allows taxpayers to settle their tax debt for less than the full amount owed. An Offer in Compromise can help you when you are facing financial hardship and are behind on your tax...