Our Blog - Casey D Conklin Strategic Business Planning Solutions

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...

Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...

If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a...

Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop...

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