Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out. Read more
Assets
There are important differences between the two types of trusts, including the amount of control you’ll have over your assets. Read more
Reviewing your will is something that many people know they should do but often put off. However, various life circumstances and legal changes can significantly impact your estate planning needs. Ensuring that your estate plan, including your will and other estate planning documents, reflects your current situation is essential for …
Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps. Read more
Estate planning involves taking inventory of your assets and liabilities and deciding how your survivors deal with those upon your death. Read more
Navigating the complexities of estate planning is particularly crucial for those with substantial assets. High-net-worth individuals and families often face unique challenges in securing their legacy, managing estate taxes and ensuring that their wishes are honored. Understanding high-net-worth estate planning strategies can make a significant difference in preserving wealth for …
A living trust won’t be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider. Read more
You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away? Read more
While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets. Read more
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs. Read more
