3 Ways Wise Planning Can Protect Your Family’s Assets

3 Ways Wise Planning Can Protect Your Family’s Assets

While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not be that big of a burden. But...
Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

When you think about those 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 it...
Give the Gift of Peace of Mind

Give the Gift of Peace of Mind

Part of estate planning involves deciding how much you want to give away while you’re alive. Many people get a lot of joy from seeing their loved ones receive cash gifts.  In some sense, that’s infinitely more gratifying than letting the gifts occur after your death. ...
What You Need to Know About Probate

What You Need to Know About Probate

If you’re thinking about having your estate plan done, one term you will hear over and over again when you talk to professionals about it is “probate”.  What is probate? Your estate must go through the probate process if you have certain types of assets. Other assets...
Designating a Guardian for Your Children

Designating a Guardian for Your Children

We want to share some practical considerations with you–things you should consider before naming one or more people to serve as guardians for your children.  The intent is to encourage you to engage in proactive planning, and also to take some pressure off of...