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MONEY ISN’T EVERYTHING IN ESTATE PLANNING
How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a…
ESTATE PLANNING THAT EXPRESSES WHO YOU ARE – 5 THINGS TO TALK ABOUT WITH YOUR FAMILY
You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for…
TOOLS YOU CAN USE TO LEAVE WORDS OF WISDOM TO THE NEXT GENERATION
You come into the world a blank slate, and as you grow, you gain wisdom. You’ve planned your estate to leave physical…
3 WAYS YOUR TRUST CAN HELP A LOVED ONE WITH MENTAL ILLNESS
When a loved one suffers from a mental illness, one small comfort can be knowing that your trust can take care of…
ESTATE PLANNING FOR MILITARY FAMILIES
Military families need to consider special estate-planning issues that others do not. This is particularly true when one or more family members…
SAFEGUARDING YOUR ESTATE PLAN AGAINST THREE WORST-CASE SCENARIOS
Here are three examples of worst-case scenarios with a descriptive demonstration of how a carefully crafted plan can address issues, from the…
3 DECIDEDLY DUMB WAYS TO LEAVE AN INHERITANCE FOR YOUR CHILDREN
Estate planning offers many ways to leave your assets to your children, but it’s just as important to know what not to do. Here…
WHICH LIFE EVENTS THAT REQUIRE AN IMMEDIATE ESTATE PLAN UPDATE?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or…
HOW YOU CAN BUILD AN ESTATE PLAN THAT INCLUDES ASSET PROTECTION
Estate planning to determine the way a person’s assets will be distributed upon their death is only the tip of the iceberg….
HOW YOU CAN BUILD AN ESTATE PLAN THAT INCLUDES ASSET PROTECTION
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the…
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