Posts tagged with "Family Wealth Planning Session"



Estate Planning · November 21, 2022
7 Issues To Consider When Purchasing Disability Insurance
According to the Social Security Administration, nearly one-third of people aged 25 to 54 will become disabled before retirement. When choosing a policy, keep these 7 disability insurance issues in mind. Read more...
Estate Planning · November 14, 2022
How To Manage Your Digital Accounts After Your Death — Part 3
If you've read the previous two articles, you already know how to secure your accounts. Security, on the other hand, is a journey, not a destination. Are you aware that your social media accounts, online banking information, and personal communications can be sold to the highest bidder? Because of this, you should create a digital estate plan for yourself. Part 3 of this article will show you how to create a digital estate plan to protect your loved ones. Here's how it's done...
Estate Planning · November 07, 2022
How To Manage Your Digital Accounts After Your Death — Part 2
Part one of this series covered Facebook and Google's processes to manage your digital accounts after death. In part two, we'll continue our discussion by looking at how Instagram, Twitter, and Apple's online platforms handle your accounts after you log out for the last time. Read more here...
Estate Planning · October 31, 2022
How To Manage Your Digital Accounts After Your Death — Part 1
You're worried about your partner, family members, and friends dealing with your digital accounts after you die. You think about your email inbox exploding, messages flying between the team you've worked so hard to build, having to deal with your own data. . . It's stressful. How do you start planning for your digital afterlife? Read more here...
Estate Planning · October 24, 2022
Trusts & Taxes: What You Need To Know
One of the most frequent inquiries we receive is regarding the function of trusts in reducing tax obligations. We're here to inform you of the tax implications connected with various forms of trusts, given the demand for knowledge about the importance of trusts on taxes. If you want to understand how taxes, trusts, and estate planning interact, this article is for you. More information is available by clicking the link.
Estate Planning · July 29, 2022
4 Essential Strategies For Protecting Your Family's Assets
You might think only the wealthy need to worry about asset protection planning. But the truth is that if you don't have millions, you may be at even greater risk. For instance, if you're a multi-millionaire, a $50,000 judgment against you might not be that big of a deal. But it could be devastating for a family with a modest income, savings, and home. Before it's too late, learn the strategies you may use to safeguard your assets.
Estate Planning · July 22, 2022
How Estate Planning Can Reduce The High Cost Of Dying—Part 1
Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. As anyone who has personally dealt with loss knows, when a loved one dies, those who are left behind face major challenges, not only emotional and logistical but financially as well.
Estate Planning · May 13, 2022
10 Common Estate Planning Mistakes Your Family Can’t Afford To Make—Part 2
The DIY approach might be a good idea if you're looking to build a new deck for your backyard, but when it comes to estate planning, it's actually one of the worst choices you can make. Are you really willing to put your family's well-being and wealth at risk just to save a few bucks? Don't wait that these mistakes won't be discovered until you're gone. Here, we wrap up the list with the remaining five mistakes your family can't afford to make.
Business · May 10, 2022
3 Legitimate Reasons To Put Off Estate Planning—And How To Do Right By Those You Love
If you have not yet put in place an estate and succession plan for your business, you’re going to leave the people you love most—your clients, your customers, your team, and your family—in the lurch when something happens to you. We get it - there are plenty of reasons to put off estate planning, and as business owners ourselves, we truly understand the common excuses for why you probably haven’t created your estate plan yet. But as a family business lawyer, stop making excuses!
Estate Planning · May 06, 2022
10 Common Estate Planning Mistakes Your Family Can’t Afford To Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or ignore it together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind, especially since estate planning is definitely not a one-size-fits-all endeavor.

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