You intend to pass along your wealth through your estate plan, but what about your experience and wisdom? Ensuring that you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles. Most families lead...
People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes away before they receive the money owed to them? Can someone else...
It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to death, even the closest couples might become tight-lipped about certain topics. According to one study, half of all couples fail to discuss their dying...
If you have a young child who depends on you, it's important to ensure they will be taken care of if a crisis leaves you unable to. By making an estate plan, you can deal with the care and custody of your child and give directions on how your money and property should...
Being cautious and relying on trust when planning your estate is the most effective approach to guarantee a better life for you and your loved ones. However, a thorough estate plan involves various components. Couples who own assets or property that have significantly...
Retirement (or partial retirement) is a milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next chapter of your life. But just as you had to plan to get here, you need to plan for this new...
When someone passes away, the process of mourning is often interrupted with paperwork and material concerns associated with the passing. With adequate planning, these matters become more predictable and straightforward, allowing them to fade into the background during...
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think your estate plan is like a slow cooker and you can set it and forget it, you and your...
The death of a loved one overwhelms those left behind. If you stand to inherit the deceased's assets, you must understand what you will inherit and how taxes will impact that bequest. When planning your estate, it is important to consider how much your loved ones will...
Thank you for all that you do for us. We understand that being the first one on the scene can come with many different risks. We are dedicated to protecting you and your loved ones from the different types of emergencies that may pop up during your life. The following...
