Posts tagged with "Legacy Planning"



Business · October 21, 2022
How An Estate Plan Can Protect Your Business & Family
When it comes to estate planning, most people think of a will. There is nothing wrong with it, yet, a will is far from the best solution. This is because, upon your death, all of your assets are subject to the judicial process known as probate. And probate implies more money, more time, and a higher level of complexity. We know you don't want that. Do you? Click here if you want to learn more.
Estate Planning · December 17, 2021
How to Pass Down Your Family Wealth Legacy During The Holidays
As you already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you'll leave behind, but also includes your wishes, insights, stories, and experience. That's why, this year, we invite you to ask your loved ones the 32 important questions that can reveal a wealth of valuable life lessons - family treasures to discuss and share with generations to come.
Estate Planning · November 12, 2021
Think You Are Too Young To Need An Estate Plan? Think Again
The pandemic has caused Americans to change their behavior in different ways, and one of the most positive of these changes is related to estate planning. While many people said that the pandemic inspired them to see a greater need for creating an estate plan, others still don't think that estate planning is important. But as we've outlined here, not having an estate plan can be traumatic and costly for both you and your loved ones, who will be forced to deal with the mess you've left behind.
Estate Planning · October 22, 2021
How Estate Planning Can Bring Blended Families Closer
If you have children from a previous marriage, and you become incapacitated or die, leaving everything to your new spouse or partner, there is almost certain to be some conflict (whether spoken or not) between your children and new spouse. You can avoid all of this (and even use the estate planning process to build stronger bonds with those you love) by having clear planning in place that has been discussed with your children and your new spouse or partner.