#TrustsAndEstates
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…
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…
Steps to Begin Protecting Your Family Wealth
Creating a legacy that benefits multiple generations is a significant achievement, but it requires careful planning with experienced professionals. To start: 1….
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 2
Question #1: What Happens If I Don’t Have a Will? In 2024, approximately two-thirds of Americans still do not have an estate…
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…
Why Singles Should Worry About Estate Planning
Let me tell you, estate planning is a big deal, and it’s not just for families or married couples. Singles, you need…
Right of Occupancy Checklist
Giving a loved one the right to occupy a piece of real estate after you have passed away is a great…
Considerations to Maintaining Control While Giving Away Your Money with a Grantor Retained Interest
Are you at or nearing the estate tax threshold and own a home, other property, or accounts that could appreciate in the…