A Commitment
to Each Client.
In some cases, it may be fairly easy for heirs to identify how to split up financial assets. For instance, maybe you and your siblings were given a will by your parents. It splits all of their finances up equally, so you each get the same portion. But that doesn’t...
No reasonable person creates an estate plan with the intention of making their loved ones feel guilty or undeserving of their inheritance. However, many people do suffer what’s known as “inheritor’s guilt.” Often, this happens when someone receives a large and...
It's beneficial to begin estate planning at an earlier age. However, if you didn't do so, you can still draft your estate plan documents at an older age. It's almost never too late to create a plan, but your experience may be different. Here is what you should know:...
When creating an estate plan, you need to appoint someone who will take your will to probate and ensure your wishes come true. Executors have crucial duties, making them an integral part of your plan. So, do you need to have a close relationship with them? Yes and no....
In estate planning, the needs of artists and creatives can often be unique and complex. Their estates usually comprise tangible assets and a rich tapestry of intellectual property. Preserving and managing this intellectual property necessitates a proactive approach to...
Establishing a trust is a common estate planning strategy that helps to protect and manage assets for the benefit of an individual’s heirs. However, life can inspire surprising changes, and circumstances may make it necessary to adapt the terms of a trust to better...
One of the difficulties of estate planning is being told misleading information. You may need to read this blog post to understand what estate planning facts you’ve been misinformed on. Here’s what you should know: Myth 1: Estate planning is only for the rich Truth:...
Being a business owner has many benefits. Apart from the financial rewards, you become independent and get many learning opportunities. Therefore, it is imperative to protect your investment. While there are many ways to protect your business, trust planning can go a...
Someone who steps into the role of a trustee, as well as those who agree to handle probate proceedings for someone who recently died serve in a fiduciary role. Fiduciaries have a very high duty of obligation to other parties. When it comes to trust and estate...
When one creates an estate plan, they wish to protect their loved ones should they become incapacitated or die. However, in some cases, the protection may not be as smooth as intended. Different factors may lead to disputes, causing loved ones to go to court. If this...
