Estate Planning
Is Your Estate Plan Unfinished? Don’t Wait to Complete This Important Process
For most people, thinking about one’s own mortality is unpleasant and low on the list of priorities. While you may objectively recognize…
Trusts Solve Client Needs and Add Value to Wealth Plans
Some think that trusts are used only for end-of-life planning. Trusts, however, are like wrenches: they come in a wide variety of…
Should You Disinherit a Child?
Most parents choose to leave their estates equally to their children. But sometimes, parents intentionally choose to not leave anything to a…
The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many…
When is “living probate” necessary?
If you become incapacitated, who is going to take care of you? You will not be able to make medical decisions for…
Is a delayed inheritance really an enhanced inheritance?
Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular…
Your New Year Resolution was Getting your estate in Order-Did You? Don’t Put Off Till Tomorrow What You Can Do Today: Why It’s Time to Talk with Your Family and Your Estate Planning Attorney
There’s no perfect time to broach the subject of estate planning with your family. We all know that everyone passes away eventually,…
The Shocking Truth About Asset Protection Planning
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset…
Four Estate and Legacy Planning Tips for the Suddenly Wealthy
Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar employment contract,…
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…