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...

As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...

As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating...

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...

Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead If you’re a pet owner, you know the special bond that exists between...

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...

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning...

Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession...

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,...

As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...

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...

In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for...

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

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

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

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...