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  • Home
  • Meet Marc
    • Meet Marc
    • Marquis Who’s Who – Marc Carlson
  • Firm Approach
    • Legacy Planning Process
    • Benefits of Working with Marc
  • Practice Areas
    • Estate Planning
    • Trusts
    • Wills
    • Probate
    • Disability Planning
    • Protection Planning for Minors
    • Legacy Planning Process
    • Joint Tenancy
    • Beneficiary Designations
    • Beneficiary Protection Plan
    • Business Succession Planning
  • Protect Your Family
    • Single Adults
    • Young Families
    • Retirees/Ready to Retire
  • Important Info
    • Client Forms
    • Wills vs. Trusts
    • Frequently Asked Questions
    • 10 Questions on Estate Planning
    • Agent Under a Financial Power Of Attorney
    • Blogs and Newsletters
  • Contact Marc
    • Contact Marc
    • Virtual Meeting With Marc
  • Happy Clients

Archives

Monthly Archive for: "April, 2022"
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 Why Succession Planning Is Important for a Family Business
0
By Marc Carlson
In Blog, The Protected Family
Posted April 26, 2022

Why Succession Planning Is Important for a Family Business

Managing your own family business can be both rewarding and challenging. One of the challenges is finding the right person to take over when you decide to retire or when something unfortunate [...]

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 The Differences of a Will and Trust in Estate Planning
0
By Marc Carlson
In Blog, The Protected Family
Posted April 19, 2022

The Differences of a Will and Trust in Estate Planning

While both wills and trusts sound similar concerning estate planning, both have their unique uses according to the benefactor’s and beneficiary’s conditions. Let’s examine each one more [...]

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 4 Reasons Why You Need Succession Planning for Your Business
0
By Marc Carlson
In Blog, The Financial Professional
Posted April 12, 2022

4 Reasons Why You Need Succession Planning for Your Business

What would you do if one of your company’s leaders died? You’re not alone if you don’t have a comprehensive response.  According to one research, nearly 60% of small-business [...]

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 Why You Should Consider Setting Up a Trust for a Child
0
By Marc Carlson
In Blog, The Protected Family
Posted April 6, 2022

Why You Should Consider Setting Up a Trust for a Child

You read a lot about setting up a trust for your children, and it makes sense. Indeed someone should hold your wealth until you have an heir. But how do you set this up? In this article, we will [...]

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