Giving Thanks on Small Business Saturday

As we give thanks this holiday weekend, Life Happens Radio looks to the community and to ourselves to chart a secure future.

Not only is November 26th “Small Business Saturday,” where we can shop to support local businesses, the holiday presents a unique opportunity for an estate planning check up. We encourage families that gather over the Thanksgiving feast to check in with one another. Are documents up to date? Have we protected retirement assets and the house, and planned for long-term care?

Attorneys Lou Pierro and Jacob Verchereau address legal planning both for business owners and families.

• The operating agreements and protections businesses need
• Steps businesses can take when they face legal challenges
• Documents that everyone should have in place that state their wishes for financial and healthcare decision making
• Trust planning that organizes assets and avoids probate