Moving forward with an estate plan requires us to face the fact that we will not live forever. This very thought stops many people in their tracks. Others may have heard some common myths about estate planning that is...
After all is said and done, what is the real legacy you leave? How will people remember you? Money and property are important, but they can also make emotions run high and introduce new problems. Perhaps a deeper introspection is...
Why would your estate plan need an update? Well, your estate plan is like a snapshot of you, your family, your financial situation, and the tax laws as they existed at the time it was prepared. All of those...
If you are not able to communicate your health care choices due to an accident or chronic illness, how do you know which choices will be made? Who will make legal and financial decisions for you? The best way...
We have all heard the well-worn phrase: “if you fail to plan, you plan to fail”. This is no more true than in the area of Exit Planning, especially for healthcare professionals. Many times we see physicians focusing on day-to-day issues...
The past year-and-a-half has been challenging to say the least, but it has also taught us a new way of getting work done. People are questioning how they do business and are searching for new methods to get things accomplished. With...
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.
What is a trust protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker), the trustee, and the beneficiary. All three roles are necessary to...
Hoping to leave your children an inheritance? If so, consider doing so during your lifetime as well.
Have you heard of a life insurance trust? This estate planning strategy gives you more control over your life insurance benefits.