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“Must Haves” Vs. “Nice to Haves” for Your Estate Plan When Starting a Family

By |November 9th, 2018|Categories: AEGIS News, Estate Planning|

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

By |October 9th, 2018|Categories: AEGIS News, Estate Planning|

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

By |September 21st, 2018|Categories: AEGIS News, Estate Planning|

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

By |September 21st, 2018|Categories: AEGIS News, Estate Planning, General Corporate|

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

By |August 23rd, 2018|Categories: AEGIS News, Estate Planning|

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

By |August 13th, 2018|Categories: AEGIS News, Estate Planning, Tax|

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

By |July 20th, 2018|Categories: Estate Planning, General Corporate, Uncategorized|

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

By |July 9th, 2018|Categories: AEGIS News, Estate Planning, General Corporate, Uncategorized|

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

By |March 22nd, 2018|Categories: AEGIS News, Estate Planning, Uncategorized|

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

By |March 22nd, 2018|Categories: AEGIS News, Estate Planning|

Have your parents or other relatives put you in charge of their finances, that is, after they die or become [...]