#estateplanning
5 Essential Legal Documents You Need for Incapacity Planning
Most people think estate planning is about who gets the china cabinet when you’re gone. But here’s the truth: good estate…
Frequently Asked Questions Planning for Pet Parents
Question 1: I have an estate plan but did not include my pet. Can I add my pet as a beneficiary…
3 More Famous Pet Trust Cases and What They Teach Us
Some pet owners go above and beyond to ensure their furry family members are cared for after they’re gone. These three…
Estate Planning for Pet Parents: Ensuring Your Furry Family’s Future
When it comes to estate planning, it’s all about protecting what matters most to you. For many, this includes their beloved…
Frequently Asked Questions about Multigenerational Planning: Important Conversations to Have about Money
Question 1: If I tell my family about my wishes regarding my money and property, can I still make changes? Absolutely. Whom…
Myths about Multigenerational Planning: Important Conversations to Have about Money
Myth 1: My estate plan is just for me, so I don’t need to tell anyone anything about it. False. While the…
Estate Planning Checklist for Successful Multigenerational Wealth Transfers
Studies show that 70% of family wealth is lost by the second generation, and a staggering 90% is gone by the third…
Confronting Common Fears When Discussing Wealth with Your Family
Research shows that one of the biggest reasons families lose wealth across generations is a lack of communication and trust, coupled…
Make Gifts Your Family Will Love — Without Giving a Dime to the IRS
Don’t let all the noise from the so-called experts and bureaucrats stop you from giving your hard-earned money to your family. The…
