5 Life Events That Should Prompt an Updated Estate Plan
Working with an estate planner provides the chance to create a comprehensive plan that addresses your needs at that point in time. It may be the case that your plan continues to serve your needs for years...
How to Avoid Challenges in Your Will or Trust
Although you may have taken the time to create well structed wills and trusts, there are some common challenges which may present themselves upon your passing. Disputes amongst beneficiaries can result...
The Importance of Business Planning
If you already own a business or are considering starting one soon, you are likely exploring strategies to ensure your venture can maintain profitability and staying power. As one of your most valuable...
Why Transferring Home Ownership Does Not Replace an Estate Plan
It can be tempting to avoid the costs of creating an estate plan when your only significant asset is your home. Afterall, what’s the harm of simply putting your home in your child’s name to avoid probate...
Should Your Beneficiary Serve as Your Executor or Trustee?
For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary. But, will...
Do You Need a Prenuptial Agreement?
Did you know that December is the most popular month to propose around the world? According to The Knot Global Wedding Report, December is overwhelmingly the most popular month to propose. ...
Should All Your Children Receive Equal Inheritances?
Tis the season of giving and gifting, but should everyone on your list receive the same gift? You weigh different factors, and think about their needs, but what is the right choice? If you have more than...
Can You Still Retire Comfortably On A Million Dollars?
Once upon a time, amassing a million dollars for retirement meant that your golden years would be very golden indeed. But what about now—is a million dollars still enough money to enjoy a luxurious retirement? ...
Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes
Emotions can run high after a loved one dies, particularly if your family’s assets include items with sentimental value, and the last thing you want is for your family to start fighting after you pass...
A Will is a Key Component of Any Estate Plan, But It’s Not Enough
When most people think of estate planning, usually writing out their will comes to mind. While a will can help you accomplish a number of important planning goals, it’s certainly not a complete plan...