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...

Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...

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...

As a small business owner, you may feel as if you’re facing the world alone at times. Unlike a large company would, I’m willing to bet...

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...

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 business owner, you may want to keep your personal information private and out of the public record. Luckily, if you want to run...

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...

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...

Along with personal liability protection, record-keeping requirements, and how you plan to finance your operation, one of the main...

Along with personal liability protection, record-keeping requirements, and how you plan to finance your operation, one of the main...

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...