Author: James K Leese

Choosing the beneficiary of your IRA often involves balancing simplicity, control, and protection. This decision typically involves naming an individual or a lifetime retirement trust. Naming an Individual as Beneficiary Designating an individual as the primary...Continue reading

Family-owned businesses are more than just sources of income—they represent a family legacy. Transitioning a family business to the next generation can be challenging if proper succession planning and estate planning are not carefully considered. To...Continue reading