Should I Put My Home In A Trust? – Part 1

Should I Put My Home In A Trust? – Part 1

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness or injury. 

How Estate Planning Can Bring Blended Families Closer 

How Estate Planning Can Bring Blended Families Closer 

If you have or are part of a blended family, it’s important to understand how estate planning could be exactly what you need to keep your family out of conflict and in love, both during life, in the event of incapacity, and when one or more of the senior generation (read: parents) dies. Let’s begin with understanding where potential conflicts could arise when you have a blended family. 

Do I Need Long Term Care Insurance?

Do I Need Long Term Care Insurance?

Since long term care insurance is fairly new, here we’ll answer some of the most frequently asked questions about these policies to help you determine whether you (or your loved ones) could benefit from investing in long-term care insurance coverage as part of your estate plan.

How to Pass Down Your Family Wealth Legacy During The Holidays

How to Pass Down Your Family Wealth Legacy During The Holidays

This year, we invite you to ask your mother, father, and/or another loved one the 32 important questions below that can teach you valuable lessons about love, life, and what matters most. And, don’t just ask them, record their answers to create your own Family Wealth Legacy.

Estate Planning Must Haves for Parents – Even If You Have Legal Documents

Estate Planning Must Haves for Parents – Even If You Have Legal Documents

Take a few minutes to consider right now: if both you and your child’s other parent were to become incapacitated or die right now, who would step forward to care for your child? Would that be who you would want to raise your child, if you could not? Is that who you would want to take care of the financial assets you are leaving behind? What are your next steps? Find out in this article.