#financialplanning
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…
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…
Protecting Family Wealth Through Estate Planning
An estate plan allows you to put your intentions into a legally binding format. While the state has default laws for…
Ensuring Your Wealth and Legacy Last Beyond the Third Generation
Whether you’ve inherited your wealth or built it from the ground up, your goal is likely to ensure that it benefits…
Myths and Frequently Asked Questions: Helping Clients Give Away Their Money and Property- Part 1
Myth #1: I Don’t Have Enough Assets for an Estate Plan A common misconception is that estate planning is only for the…
Planning for Your Spouse’s Inheritance
Estate Planning for Your Spouse: What You Need to Consider For those who are married, ensuring that your spouse is cared for…
Deciding Who Gets What in Your Estate Plan
Don’t Let This Crucial Question Derail Your Estate Plan: Who Will Inherit Your Assets? Creating or updating your estate plan can…
Dynasty Trust Blog #2
How a Dynasty Trust Works and Its Benefits Creating and funding a dynasty trust involves collaboration with experienced estate planning attorneys and…
