10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2

by admin | May 26, 2022 | Family-Focused Planning

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often...
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust

Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust

by admin | Apr 4, 2022 | Family-Focused Planning

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or...
5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1

5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1

by admin | Jan 14, 2022 | Family-Focused Planning

Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of attorney, and healthcare...
2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

by admin | Dec 15, 2021 | Estate Planning

Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated.  Estate planning is not a one-and-done type of deal—your plan should continuously evolve along with your life circumstances and...

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