When the 'in-laws' become the 'out-laws', inherited assets may be seized through divorce proceedings if not properly protected. Learn how a retirement trust can help.
Hoping to leave your children an inheritance? If so, consider doing so during your lifetime as well.
Should you share the details of your estate plan with your family? We can help ease your worries about family tension and start the conversation.
Did you know? Without a will or trust that designates a legal guardian, the care of your children would first be decided by the court. And while they make those decisions (which could be lengthy if family members disagree), your children would be put into protective custody — that means foster care. Learn more about how to best avoid this situation and ensure your children are placed with your preferred guardian as quickly as possible.
In this quick 12-minute presentation, Michael discusses key Estate Planning topics and how they are specifically pertinent during the COVID-19 pandemic.
Confused about estate plans and the difference between wills and trusts? Or why you need them at all? Here we've shared some examples of what happens in cases of dying intestate (without a will or trust), with a will, and with a trust. Contact us to learn more and let us help you determine what's right for you!
Watch Michael’s Speech on Transformation
This powerful journey of self discovery has helped Michael live a more purposeful life and has provided opportunities to not only reconnect with himself, but also reconnect with family and friends.
Want to live more purposefully in all areas of your life?
Check out Michael’s new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell a Purposeful Practice, available now on Amazon, CreateSpace and Kindle! Learn more about Michael’s professional journey of transformation and how you can apply it to your business practices too!
Connect with Michael
View Michael’s full bio for details about his background and business. For more info about Michael’s journey, or to schedule him to speak with your group, contact us today!
Now available for order! Our new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell A Purposeful Practice, is now available — both in print and for e-readers! In this book, Michael shares his experiences of creating and cultivating a...
At the end of each year, I like to reconnect with our clients for review and reflection. So much can happen over the course of a year — families grow, financial situations change, and new elements of your legacy...
By now you’ve heard that Congress has acted — even if at the eleventh hour — and they made the estate tax ‘changes’ permanent. We can bet that permanence has some impact, but if later Congresses want or need to change...