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insurance meeting and discussion

An Easy Three-Step Review for Your Estate Plan “Helpers”

While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to. When it comes to estate planning, these helpers are key. They generally include a trustee, […]
Posted on: July 28, 2022
trust and estate planning

Trusts - The Swiss Army Knife of Estate Planning

To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. The process begins with the maker of a trust […]
Posted on: July 28, 2022
Estate Planning for Dentists

How Estate Planning Can Help You Dream About Your Future

A dream without a plan is simply a wish. Estate planning is not just about death and taxes -- it puts you in the driver’s seat of your financial life, allowing you to set achievable goals in the future. It is a great opportunity to focus on the legacy you want to leave behind for […]
Posted on: July 28, 2022
Celebrity Probate Disasters

3 Celebrity Probate Disasters and Tragic Lessons

With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again: Some of the world’s richest and most famous people enter the pearly gates with no estate plan in place, while others have made estate planning mistakes that tied their fortunes and heirs up for years in […]
Posted on: July 28, 2022
blended family spending time together

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try to leave an inheritance for your children.... “Oral Wills” If you feel you have a […]
Posted on: June 18, 2022
asset protection

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts and assets to beloved young children too. Unfortunately, good intentions and poor planning often have unintended results. Don’t make these […]
Posted on: June 1, 2022
Fundamental estate planning

Communication is Key in Generational Estate Planning

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
Posted on: May 10, 2022
estate plan

Do You Update Your Estate Plan as Often as Your Resume?

A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your professional abilities? Would it do what you want it to do? Probably not. Estate plans are similar in that they need to be regularly updated to reflect changes in your life and the law so they can do what you want them to do. Outdated estate plans, like outdated resumes, simply do not work.
Posted on: May 3, 2022
power of attorney - money next to gavel

Don’t Have a Lot of Money? Here Are Seven Ways You Can Still Leave Your Family a Great Legacy

Although the word “inheritance” usually conjures up images of property or accounts with significant monetary value, you can leave your family an even longer-lasting inheritance and legacy by doing these seven things, whether or not your bank account is overflowing. 1. Make a Plan Often, people who do not have a lot of money think […]
Posted on: May 3, 2022
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IMS - Estate Planning and Elder Law Practice Growth Advisors
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