by Christine | Feb 6, 2016 | Charitable Giving, Estate Planning, Inheritance |
Accumulating wealth solely for the purpose of leaving a hefty estate is not the only way to look at estate planning. What's wrong with enjoying your wealth before you pass? Make no mistake. Estate planning is, and should be, a serious business, along with...
by Christine | Feb 5, 2016 | Asset Protection, Estate Planning, Financial Planning |
You may never win a jumbo lottery jackpot, but you might come into a large sum of money in other ways. Having an idea of what to do and not to do will protect a surprise windfall. What is more fun than daydreaming about what you would do with a billion dollars? The...
by Christine | Feb 4, 2016 | Estate Planning, Trusts, Wills |
Without the benefit of pre-death conversations, you may not know that Mom stashed her last will and testament under the floorboards of Dad's old Corvette. Stranger hiding places have been uncovered! What steps can you take when a parent passes away without sharing...
by Christine | Feb 2, 2016 | Estate Planning, Trustee, Trusts |
Incorporating trusts in your estate planning provides more options for you and your heirs. But the same characteristics that you seek in a friendship are not the same things you look for when picking a trustee. Trusts offer many advantages in estate planning. Privacy,...
by Christine | Feb 1, 2016 | Estate Planning |
Whether you are a media mogul or a hardworking family with a single bank account, making time to ensure that your estate planning is done is important to protecting your family. The only way to make sure that your wishes are carried out after your death is to have the...
by Christine | Jan 31, 2016 | Estate Planning |
Financial planners are often asked about basic estate planning documents, and they understand how important these documents are for you and your heirs. Financial planners who help families build and manage assets are often asked what documents are needed in an estate...
