“Must Haves” Vs. “Nice to Haves” for Your Estate Plan When Starting a Family
One of the considerations often left out of the “What To Expect When You’re Expecting” guides for new parents is [...]
3 Costly Estate Planning Mistakes People Make in Their 60s
Although most people know that planning for end of life issues is important, only 58% of people ages 53 to [...]
Cool Estate Planning Tools and Technologies to Protect Your Legacy
Since its inception, people have debated the usefulness of blockchain technology in our daily lives. However, now that financial planning [...]
The Tricky Business of Passing Online Assets Along to the Next Generation
Have you ever wondered what will happen to your digital assets after your death? From email to social media accounts, [...]
How To Protect an Inheritance from Creditors and Predators
An inheritance can be a great thing. However, it can also be a bone of contention between the family members [...]
A Crash Course In Special Needs Trusts
If you have a loved one with disabilities, you must plan for things in your day-to-day life that other people [...]
Deep Insights for Better Strategic Business Planning
Strategic business planning is essential for setting priorities and identifying a roadmap for your business’ future. Unfortunately, many employees see [...]
Grooming the Perfect Person to Take Over Your Business
You’ve spent years building your business, and you want to preserve your legacy when you step away from it. One [...]
Choosing a Trustee or Personal Representative
Your choice of a trustee or executor (personal representative) to manage your finances and estate after your death or disability [...]
Avoiding the Pitfalls of Estate and Trust Administration
Have your parents or other relatives put you in charge of their finances, that is, after they die or become [...]