Posts tagged with "family wealth planning"



Estate Planning · January 09, 2023
Why Every Adult Needs A Living Will
One of the hardest things in life is to be able to plan for any situation. Our lives are mostly in order, but there is always that possibility that we might not have time to arrange things and decide once we are gone. Find out what the law says about the importance of a living will and how it can help you leave your estate to your loved ones after you die and keep them from dealing with legal issues. Read more...
Estate Planning · January 02, 2023
Creditors And Your Estate Plan
Your family and loved ones are much more important than your money, yet you want to avoid leaving them in debt. If you have purchased assets (such as a home) using borrowed funds, the debt will continue to exist even after your death. Creditors and debt collectors may attempt to collect from you before they know your circumstances. To see how preparing for the future may prepare you for a smoother transition and more peace of mind, continue reading...
Estate Planning · December 26, 2022
3 Essential Questions To Ask Before Creating Your Will Online
Wills are essential to estate planning, but how can you determine whether it makes sense to draft one online? The answer is dependent on numerous factors. In general, if you want a will that's legally legitimate in your state and free of errors, you should consult an attorney. However, online wills may be viable if you don't mind certain constraints or potential complications down the road. To assist you in making this decision, read more here...
Estate Planning · December 19, 2022
Green Funerals: 6 Eco-Friendly Options For Your Remains
It can be difficult for anyone to decide where to lay their loved ones to rest. There’s a lot to consider between cost, location, and style of interment – so much that you might end up putting off the decision. This is a big decision that shouldn’t need putting off. So how do you combat the fear? Well, one option you could try is having a green funeral. In this article, we’ll discuss what it means and explore six different options for environmentally friendly services. Learn more here..
December 12, 2022
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
This article will explain how to get your heirs up to speed on their finances, so the transfer of wealth goes smoothly. It doesn't matter if you live in a mansion or a small house; you can protect your family's assets and keep them from experiencing the horrors of financial incompetence. This article outlines the three steps of financial literacy, including how to talk about money with your children. Read more here:
Estate Planning · December 05, 2022
4 Year-End Tax-Saving Strategies For 2022
Tax season is approaching. As you go through your receipts, you realize that you will need to dip into your savings or take a loan to pay your tax liability in full. And with fines and penalties kicking in on late filing, you know that every moment counts. You certainly want to avoid breaking the bank by paying taxes! But before you panic completely. Here are 4 different year-end tax-saving strategies that could help reduce your tax liability for 2022...
Estate Planning · November 28, 2022
How Will A Recession Affect Your Family
In uncertain times such as these, economic downturns lead to anxiety, worry, and concern in families. As new financial obligations surface, people already juggling multiple responsibilities are experiencing even higher stress levels. This article will help you better understand how the recession affects your family by letting you consider some possibilities and how you may deal with them. Learn more...
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 · April 29, 2022
How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family's Legacy
When you think about your loved ones who've passed away, you probably don't think very much—or even at all—about the "things" they've left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item evokes, not the thing itself. Your family's most precious wealth is not money, but the memories you make, the values you instill, and the lessons you hand down. Protect and preserve what matters to you most.
Estate Planning · February 25, 2022
What To Expect From Your Initial Meeting With Us Your Personal Family Lawyer®
Whether you've met with an estate planning lawyer before or it's your first time, it's important to understand how working with us, your Personal Family Lawyer®, is different from meeting with a traditional lawyer. Here we'll explain what's involved with our process in hopes that it will inspire you to meet with us and get clear on what your family needs you to have in place, so you don't leave behind a mess if you become incapacitated or when you die.

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