While you may have spent time, energy and money creating a comprehensive estate plan for your own personal assets, have you done the same for your family business? Undoubtedly, your will and other estate planning documents will explicitly detail what should happen to all of your personal effects, property, funds and debts, it may not ... more

Whether you are planning to leave property or money to a child or you are the parent or guardian of a minor who has recently inherited anything of value, this article will provide you with everything you need to know. Money, property or other investments can be left to a minor or adult child in ... more

Depending on the state in which you live, the difference between creating a living trust vs a will can be a confusing and frustrating question. This blog is meant to help you easily understand the differences between the two, and assist you in deciding what is better for your family at this point in your ... more

The greatest gift you can give your family when you pass is to leave behind a comprehensive and legally binding estate plan – this will relieve them of any undue stress and allow them to grieve in peace, knowing that your wishes are being carried out. If you are embarking on the process of preparing ... more

Estate planning does not have to be an overwhelming and upsetting process; on the contrary, it can be a truly stress free experience that will allow you to rest easy in the knowledge that your family and loved ones will not left struggling – both emotionally and financially – to fulfill your final wishes after ... more

When it comes to estate planning we come across the same mistakes time and time again. It’s easy to make mistakes when planning your estate, especially if you’re trying to do everything on your own. In this post we’re going to examine the most common mistakes we see when people are doing their estate planning. ... more

When you’re considering leaving money for your heirs there are a lot of questions you’ll have to address first. When the time comes to leave a monetary gift timing is everything. So, you might be asking yourself should I wait until I pass away to leave a gift? Or should I give it to them ... more

Many older adults are aware of the necessity of having a living will. However, it’s important to begin thinking about this process as a young professional as well. Once you’re out on your own, and have any sizable assets it’s important to protect them in case the worst does arise. Over a quarter million adults ... more

When you’re planning your financial future you might be wondering when it makes sense to set up a will or living trust? Almost everyone can benefit from some form of will, no matter how basic. Of course, if you have absolutely no heirs, or possessions, then a will might not be necessary. But, for almost ... more

Making sure you have a well-planned state is absolutely crucial to preserving your wealth in the long-run. In order to ensure your financial legacy survives to take care of your family and loved ones, you’ll need to make sure everything is in order now. Unique Estate Planning Factors Of Today With each generation comes different ... more