Without an estate plan in place, your family and retirement savings are at risk. The worst thing you can do is let the fear of imperfection keep you from taking action.

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Without an estate plan in place, your family and retirement savings are at risk. The worst thing you can do is let the fear of imperfection keep you from taking action.
A trustee of a special needs trust can often wear many hats, which can lead to confusion for the beneficiary and their family.
Perhaps you want to address the fact that your family members have different needs or abilities. You may not have a partner or children, but perhaps you have philanthropic goals or wish to provide for a dear friend or beloved pet. Most distributions are possible with the right planning.
How Legacy Planning and Estate Planning Go Hand-In-Hand The terms “legacy planning” and “estate planning” are often used interchangeably. Over time, estate planning has come to refer to the transfer of assets and personal belongings following someone’s death, while...
What Happens When a Trustee Dies? Establishing a trust can be an effective way to transfer assets to your loved ones upon your death while also saving on taxes and protecting your family’s privacy. So, what exactly happens to the trust when you, the trustee, die?...
Five Tips for Securing Your Estate Plan Does planning for the “Great Beyond” give you a case of the heebie jeebies? If the answer is yes, then you certainly aren’t alone. We all put off unpleasant tasks, but I’ve found most clients who commit to answering a few...
Getting Started With Estate Planning
Don’t Confuse a Trustee With a Care Manager
Determining Who Should Inherit Your Wealth
The Importance of Legacy Planning
Trustee Succession Provisions
Is Your Estate Plan in Order?
How to Choose a Special Needs Trustee: 5 Considerations
The Rules of Gifting for the Season of Giving
Gifting Strategies for Spending Down Assets
Estate Planning for Digital Assets