Our Blog - Casey D Conklin Strategic Business Planning Solutions

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...

You’ve most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even writing...

With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...

Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...

Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...

If you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process....

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...

These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...

If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is...

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate...