Firm News

When succession planning skips a generation

You have worked hard your whole life to build a business. Although your children are wonderfully successful in their own ways, it's apparent that your predecessor lies elsewhere. All of this uncertainty about the fate of your business goes out the window when your...

Every parent should make a will

Being a parent means responsibilities. Lots of responsibilities.Between feeding them, clothing them and guarding the power outlets, it's easy to feel overwhelmed.Due to the full-time nature of parenting, sometimes things go overlooked. One such detail that often gets...

The educational trust option for grandchildren

College expenses are not what they used to be as they increase every year at state and public universities. How will your grandchildren pay for school? A part-time job, loans, grants and scholarships may fulfill some of the expenses. So might a traditional 529 savings...

Attend A Workshop

Wednesday, September 20th at 6:00 p.m. Estate Planning and Reverse Mortgages Event at offices of Essex Mortgage Topic: Come to this FREE workshop event where you can learn all about Estate Planning and Reverse Mortgages. How does one affect the other and how to make...