Why your children should inherit in a trust …. You lovingly bring your children into this world. You raise your children with love. You may even create a an estate plan to safely pass on your assets as well as a legacy of love. But does your plan simply leave...
A recent Forbes article indicated that a surprising 70% of an affluent family’s wealth is typically gone by the end of the second generation, and 90% is destroyed by the end of the third generation. When we think of vast family wealth, most of us know the name...
If you own real estate, there are a number of strategies you should consider to protect your assets. If you own real estate, chances are that you have purchased insurance to protect your assets against damage or loss. Liability insurance should be your first line...
Thinking of traveling? One thing that is probably not on your travel to-do list is estate planning, but it should be so you can travel with peace of mind. Here are some tips to pack away your worries before you board that flight: Complete your estate plan. If you’ve...
For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent...
