Our Blog - Casey D Conklin Strategic Business Planning Solutions

Nov 22, 20225 min read

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Nov 14, 20224 min read

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Nov 1, 20225 min read

TRUSTS & TAXES: WHAT YOU NEED TO KNOW

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

Oct 24, 20225 min read

HOW AN ESTATE PLAN CAN PROTECT YOUR BUSINESS & FAMILY

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

Oct 10, 20225 min read

5 SMART WAYS TO PAY FOR YOUR FUNERAL THAT WON’T LEAVE YOUR FAMILY TO FOOT THE BILL

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...

Oct 3, 20225 min read

ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2

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

Sep 26, 20226 min read

ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1

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

Sep 19, 20226 min read

What Your Last Will & Testament Will (And Will Not) Do—Part 2

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

Sep 13, 20225 min read

What Your Last Will & Testament Will (And Will Not) Do—Part 1

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

Aug 26, 20225 min read

3 Critical Considerations For How To Save For Your Child’s College Education—Part II

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...

Aug 16, 20224 min read

3 Critical Considerations For How To Save For Your Child’s College Education—Part 1

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...

Aug 8, 20225 min read

4 Essential Strategies For Protecting Your Family's Assets

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...

Aug 3, 20226 min read

How Estate Planning Can Reduce The High Cost Of Dying—Part 2

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...

Jul 25, 20226 min read

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

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...

Jul 6, 20227 min read

4 Fundamental Asset Protection Vehicles For Business Owners

Regardless of the industry you are in, the reality of being a business owner is that you open yourself up to a number of unique risks...