top of page
admin056360
Jan 20
Incapacity Planning: The Other Part of Estate Planning Why You Need to Worry
About Incapacity Planning Death is the elephant in the room when we talk about estate planning. We often use phrases like pass away and...
admin056360
Jan 20
Join us for these upcoming events
January 23, 2:30 pm Wills, Trusts and Why Estate Planning Matters - What you should know before hiring an attorney . Location: Somerby...


Heircraft Planning
Nov 4, 2024
Passing the Torch: Smart Business Succession Strategies
For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and...

Heircraft Planning
Oct 29, 2024
October 2024 Newsletter
FREE ESTATE PLANNING SEMINARS Have you ever asked yourself... Should I have a Will or Living Trust? What is the difference between a Will...

Heircraft Planning
Oct 25, 2024
Heircraft Planning Hosts Free Estate Planning Seminars
Heircraft Planning Hosts Free Estate Planning Seminars


Heircraft Planning
Oct 4, 2024
Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts?
The first private pension plan in the United States was established in the late 1800s. Through 1980, nearly 40 percent of Americans were...


Heircraft Planning
Oct 4, 2024
Corporate Transparency Act Update
Under the Corporate Transparency Act (CTA), which took effect January 1, 2024, many business entities including small limited liability...


Heircraft Planning
Oct 4, 2024
Inspiring Action: The Guide to Creating or Updating Your Estate Plan
Creating or revising an estate plan can feel overwhelming, causing many people to procrastinate. But the longer you put it off, the more...


Heircraft Planning
Oct 4, 2024
Things to Know When Planning for an Addicted Loved One
It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent to bring a...


Heircraft Planning
Oct 4, 2024
What Conditions Can I Put on My Child’s Inheritance?
You have two primary options for leaving an inheritance to a child. The most straightforward is to give it to them in a single lump sum,...
bottom of page