Financial planning includes estate planning, and creating an estate plan is beneficial to everyone involved. This article discusses why the positives outweigh the issues when it comes to creating an…
Lewis, Hooper & Dick, LLC would like to remind our clients and contacts to always be alert for scammers. Recently, a scammer posing as a Lewis, Hooper & Dick, LLC…
The estate planning process can be tedious and full of paperwork. However, there is a simple step you can take to simplify the process. This article discusses how designating a…
Estate tax exemption rose significantly under the Tax Cuts and Jobs Act, but there are more changes that will influence the way estate plans are written. This article discusses what…
Family businesses are unique because their strategies revolve around planning through generations. This article discusses the lessons family businesses can take away from startup companies to continue surviving generation after…
Many businesses are opposed to changing company culture or strategy, which ultimately leads to failure down the road. This article discusses the attributes of a successful company, and how you…
Estate Plans Protect Client Assets
Financial planning includes estate planning, and creating an estate plan is beneficial to everyone involved. This article discusses why the positives outweigh the issues when it comes to creating an…