Helping Clients Protect Themselves & Their Loved Ones This National Safety Month For over a quarter of a century, the National Safety Council has recognized June as National Safety Month. An objective of National Safety Month is to raise public awareness of the top safety and health risks in the United States. One of the [...]
How Estate Planning Could Help You Protect Your Vacation House After Your Death Important Questions To Ask When Deciding The Future Of Your Vacation Property According to the National Association of Home Builders, in 2018 there were approximately 7.5 million second homes, making up 5.5 percent of the total number of homes. These homes are [...]
Are You Responsible For Your Spouse’s Debts After They Die? Dealing With Obligations & Rights Related To Your Spouse’s Debts A spouse’s death creates a difficult and demanding time for the surviving partner. As much as you might want space and time alone to process your grief, you may have certain responsibilities related to settling [...]
How Could Estate Planning Helps LGTBQ+ Individuals Protect Themselves And Their Loved Ones? The Importance Of Estate Planning On The LGBTQ+ Community Estate planning is for everyone. Regardless of your wealth, age, marital status, gender identity, or sexual orientation, it is crucial to have a plan in place to protect your money, property, and loved [...]
Why Family Offices Are The Convenient Way To Manage Your Wealth Family Office Benefits For a Successful Wealth Management A family office provides management services to a family whose businesses and wealth have become too complex and significant to manage by themselves. A family office often combines investment, legal, and tax services along with lifestyle [...]
Is It Possible To Pass Your Company To A Trust After You Die? How a Trust Can Legally Own Your Business After Your Death In general, the answer to the title question is yes, your trust can own your business after you die. However, there are a number of considerations that may impact the answer [...]
Three Things You Can Do To Help Clients With National Moving Month The month of May means not only the end of the school year and the beginning of summer but also the beginning of the busiest moving season of the year. That’s why May is National Moving Month. Your clients have a lot to [...]
Why Estate Plans Should Be Updated As Often As a Resume How Often Should I Update My Estate Plan? A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even [...]
Estate Planning Updates: How Many Tweaks Are Too Many? Amendment Or Restatement? How To Update Your Estate Plan If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update your document. You can make updates to a revocable living trust by way [...]
Why Estate Plan Should Never Be a Set-It-&-Forget-It Endeavor Common Life Changes That Can Impact Your Already Established Estate Plan As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think [...]
