wealth
Planning for the Financial Future of a Troubled Adult Child
Your 3-Step Guide Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult…
Keeping the Peace After You Are Gone
Planning With an Aim Towards Building Unity A will or trust contest can wreak havoc on families. The conflict can result in…
COVID-19: A Reminder of Why Estate Planning Is Important
Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness if contracted….
Common Mistakes with DIY Estate Plans
The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most…
My Trust is Signed, No Probate for My Family, Right?
Planning ahead has obvious benefits. Whether you’re planning a vacation or researching for a job interview, it’s always smart to outline your…
Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have…
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…
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…
Which Asset Protection Strategies Are Right for You?
How You Can Keep Claims From Threatening Your Property Most of us do not expect to be sued. However, lawsuits are filed…
Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth
Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University study shows…