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Jul 23, 20213 min read
Estate Planning Checklist to Facilitate Multigenerational Wealth Transfers
Educate and update your extended family about your wealth transfer goals and the plan you have put in place to achieve these goals.
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Mar 28, 20215 min read
Reviewing Your Estate Plan after the Death of a Loved One
The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...
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Mar 23, 20212 min read
Warning: Don’t Let Creditors Inherit from You or Your Spouse
Don’t Let Creditors Inherit from You or Your Spouse
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Mar 21, 20213 min read
Reviewing Your Accounts and Property upon the Death of a Loved One
How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...
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Mar 15, 20213 min read
My Loved One Has Died - What Do I Do Now?
When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...
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Mar 11, 20212 min read
Estate Planning: 3 Reasons We Run the Other Way
Estate Planning: 3 Reasons We Run the Other Way
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Feb 25, 20212 min read
Revocable Trust v. Irrevocable Trust: Which is Best for You?
Revocable Trust v. Irrevocable Trust: Which is Best for You?
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Jan 21, 20214 min read
Debunking Successor-Trustee Myths
Myths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...
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Jan 8, 20213 min read
Five Mistakes Successor Trustees Make (and How to Prevent Them)
When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...
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