Attorneys. Counselors. Business Partners.
If you have an estate plan, you've already taken a critical step to plan for your future. Many people don't have a plan at all, so there's no structure in place to help their families. However, it is important that you don't forget about your estate plan and just...
The thought of estate planning may seem overwhelming, but it doesn’t have to be that way. A simple will can easily be paired with a trust. This will help to ensure that your beneficiaries are the recipients of your assets when you are not here to speak for yourself. A...
In an estate plan, the executor is the person who is in charge of carrying out a person’s final wishes as stated in the will. For instance, the will may list which beneficiaries should get which assets, and then it is the executor who gathers those assets and ensures...
Trusts are not just for the rich, powerful and famous. They can be important estate planning tools for just about any family circumstances. People in all sorts of situations can benefit from creating a trust, especially those dealing with one of the three family...
Money is a tool that allows you to do things. Like any tool, you need to know how to use it. You need to understand how to get the maximum efficiency from it and the dangers of misusing it. It can be easy to forget this when planning to leave someone a large...