Jake Laird

Nearly half of business owners face challenges in finding a successor. Having a business succession plan in place will give you a head start in finding the right person for the job. Reach out to me and let’s talk about it.

Hiring a professional can help ease your mind come tax season. These questions can help you find the right fit.

Ask These Questions to Help You Choose a Tax Preparer Hiring a professional can help ease your mind, but do you know how to find a tax preparer? These questions can help.

For affluent families looking to leave a legacy of multigenerational wealth, a dynasty trust is one of the most powerful tools in your estate planner’s toolkit. Connect with me today if you’re ready to begin your legacy planning journey.

Dynasty Trusts: Leaving a Legacy of Multigenerational Wealth The key difference between dynasty trusts and other types of irrevocable trusts is duration. While other types of trusts terminate at a predetermined point in time (such as when children reach a certain age), dynasty trusts can exist for an exceptionally long time or even forever, providing financia...