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The Biggest Threats to Successful Estate Planning
Poor estate planning is a recipe for disaster. Look no further than Dickens’ Bleak House—or a telenovela—to witness the tragedy and...
Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one...
What Estate Planning Means for You
Estate planning is important for everyone regardless of wealth or family status because if you become incapacitated or pass away...
Your Fall “Legal Affairs” Checklist
With the fall season upon us, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your...
Digital Afterlife: An Estate Plan for Your Facebook Account
Did you ever wonder what happens to your digital footprint when you pass away? Well you should, particularly if you are part of the...
Trusts – The Swiss Army Knife of Estate Planning
To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are...