How to Create an Estate Plan
You understand the importance of estate planning, but sometimes it’s a question of where to start. No matter your net worth, you need a plan set in place that can …
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to …
Setting Up a Trust Fund
Popular culture has created an association between trust funds and the wealthy. It’s a gift rich parents bestow on their kids, or worse, a way for the super-rich to hide …
Common Estate Planning Mistakes to Avoid
One of the major problems that occurs with planning for one’s passing and financial distribution is that people frequently leave the matter to the very last minute and then make …
Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021
Nobody likes to think of their parents getting older and needing assistance, but it’s a reality many of us face. An important part of caring for your parents as they …
A Guide to Trusts for Estate Planning
A majority of Americans understand the importance of estate planning, yet an alarming percentage of adults do not have arrangements in place. According to a 2019 survey, 51 percent of …
The Pros & Cons of a Do-It-Yourself Will
We all know we need a will so that our affairs will be in order and our last wishes carried out once we have passed on. But did you know …
5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan
You’d be hardpressed to find any family that’d rather sit around the table discussing estate plans than going out to eat, enjoy the day outside or do just about any …
4 Areas of Your Estate Plan to Review in Light of COVID-19
Although COVID-19 related restrictions are beginning to ease, many people continue to help slow the spread by staying home and self-isolating. There are still unknowns related to the pandemic and …
The Importance of Creating a Will
We mere mortals all know we will die someday, yet discussing end-of-life matters is extremely difficult for many people. Thus, creating a will is one of those matters that many …