Over the years, people have become more aware of the benefits of contributing to retirement plans. And with baby boomers retiring, the question becomes how to protect this investment if they don’t spend it all. Realizing that the money...
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.
So, you've created your trust, established a pour over will, and named your trustees. After all that time, effort and cost, surely you're all set, right? Not quite.
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.
While it’s obvious that much has changed with the advent of the internet in the mid-90s, the complexity has become even more pronounced within the estate planning industry. In the pre-internet days, when a loved one passed away, you...
In this quick 12-minute presentation, Michael discusses key Estate Planning topics and how they are specifically pertinent during the COVID-19 pandemic.
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important factor to consider is asset protection.
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!
Don’t make the same mistake so many celebrities, like Prince, have made Whether your estate is worth $40,000 or $400 million, the effects of poor estate planning are undeniable. Between estate taxes at the state and federal levels, more...
Find out how to protect your business and provide a lasting legacy.
Read Michael’s article, “Three Critical Ways to Protect the Future of Your Business,” in the Daily Herald Business Ledger, as he discusses three key areas and how to plan for any issues before they arise.