October 18, 2021 •
Estate Planning 
When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family wealth meeting can make that happen, and it can even be enjoyable.
Read MoreOctober 15, 2021 •
Estate Planning ![]()
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read MoreOctober 14, 2021 •
Estate Planning ![]()
Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
Read MoreOctober 13, 2021 •
Estate Planning ![]()
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
Read MoreOctober 12, 2021 •
Estate Planning ![]()
If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
Read MoreOctober 12, 2021 •
Estate Planning ![]()
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
Read MoreOctober 8, 2021 •
Estate Planning ![]()
What happens at your company when a shareholder dies or becomes disabled, or wants to leave? These are just two of the potential scenarios that can be properly addressed with a buy-sell agreement.
Read MoreOctober 7, 2021 •
Estate Planning ![]()
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
Read MoreOctober 6, 2021 •
Estate Planning ![]()
It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets. However, it also helps protect your loved ones from unnecessary hassle and expense – as well as potentially months, even years, tied up in the court system settling your estate.
Read MoreOctober 5, 2021 •
Estate Planning ![]()
As retirees live longer, many worry about outliving their savings. However, many older Americans haven’t planned for a looming expense: the cost of long-term care.
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