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The Advocate's Blog

Succession Planning for Family-Owned Businesses

Posted by Gregory Robinson | Feb 13, 2025 | 0 Comments

Family-owned businesses often represent more than just a financial venture — they embody a legacy, hard work, and shared values passed down through generations. But succession planning for family-owned businesses comes with its own unique set of challenges. Balancing emotions, fairness, and prese...

Building Blocks of a Successful Succession Plan

Posted by Gregory Robinson | Feb 06, 2025 | 0 Comments

A strong business succession plan is essential for ensuring a seamless transition when it's time to step away from your company. Whether you're preparing for retirement, selling your business, or planning for unexpected events, having a clear and comprehensive plan protects your business's legacy...

Estate Planning for Collectors and Hobbyists

Posted by Gregory Robinson | Jan 17, 2025 | 0 Comments

Americans are passionate about their hobbies and collections, investing significant time, money, and emotions in what they love. From classic cars to comic books, vintage toys to photography, hobbies often hold deep personal and financial value. That's why including these cherished items in your ...

Handling a Loved One’s Debts After They Die

Posted by Gregory Robinson | Jan 11, 2025 | 0 Comments

Americans are, quite literally, getting buried in debt, with nearly half expecting to pass away with outstanding debts. As a general rule, a person's debts do not go away when they die. Some types of debt, such as federal student loans, are typically forgiven upon the debtor's death, but private...

Why Newlyweds Should Prioritize Estate Planning

Posted by Gregory Robinson | Jan 08, 2025 | 0 Comments

Estate planning is essential for everyone—regardless of age or marital status. For newlyweds, it's an opportunity to ensure that your spouse and future family are protected from life's unexpected challenges. Proper estate planning provides peace of mind and ensures that you both have a say in wha...

HIPAA for Young Adults: What You Need to Know

Posted by Gregory Robinson | Dec 14, 2024 | 0 Comments

Turning 18 is a milestone—it marks your transition into legal adulthood. But with this change comes new responsibilities, including control over your medical information. The Health Insurance Portability and Accountability Act of 1996 (HIPAA) ensures your medical records are private and protected...

Enhance Life with a Third-Party Special Needs Trust (SNT): A Guide to Providing for Loved Ones Without Affecting Government Benefits

Posted by Gregory Robinson | Nov 14, 2024 | 0 Comments

A third-party special needs trust (SNT) allows you to provide for a loved one with disabilities while preserving their eligibility for government benefits like Supplemental Security Income (SSI) and Medicaid. SNTs can cover various goods, services, and enriching experiences beyond basic support, ...

How to Define Beneficiaries in Your Dynasty Trust

Posted by Gregory Robinson | Oct 29, 2024 | 0 Comments

Irrevocable dynasty trusts are a common feature in estate planning, offering long-term benefits like tax minimization and asset protection for multiple generations. These trusts can extend through the lifetime of a surviving spouse and even several future generations. The trust's duration depends...

How Your Business Documents Impact Your Estate Plan

Posted by Gregory Robinson | Oct 26, 2024 | 0 Comments

Surprisingly, only about 25–35% of Americans have an estate plan. Without one, the state—not you or your family—will decide what happens to your assets, including your business interests. While the business succession planning rate is higher, studies show that many family businesses lack formal s...

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