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.
Getting Started With Estate Planning
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Don’t Confuse a Trustee With a Care Manager
A trustee of a special needs trust can often wear many hats, which can lead to confusion for the beneficiary and their family.
Determining Who Should Inherit Your Wealth
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.
The Importance of Legacy 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...
Trustee Succession Provisions
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?...
Is Your Estate Plan in Order?
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...
Browse Insights
Getting Started With Estate Planning
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Don’t Confuse a Trustee With a Care Manager
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Determining Who Should Inherit Your Wealth
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The Importance of Legacy Planning
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Trustee Succession Provisions
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Is Your Estate Plan in Order?
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How to Choose a Special Needs Trustee: 5 Considerations
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The Rules of Gifting for the Season of Giving
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Gifting Strategies for Spending Down Assets
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Estate Planning for Digital Assets
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