Estate Planning

5 Reasons to Embrace the Emotional Nature of Estate Planning

Posted on: September 15th, 2017
The emotional nature of estate planning can bring up aversion in people, but here are five reasons why the degree of emotion involved is actually a reason to embrace the process with enthusiasm....

How You Can Build an Estate Plan that Includes Asset Protection

Posted on: August 15th, 2017
The best way to take full advantage of asset protection estate planning is to prepare proactively long before potential hardships like bankruptcy, divorce, or judgment ever come to pass....

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

Posted on: July 14th, 2017
The following tips can protect your estate plan against several worst-case scenarios....

Which life events require an immediate estate plan update?

Posted on: June 12th, 2017
You also need to consider how to leave your property and assets while considering your family’s circumstances and needs. ...

A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation

Posted on: May 1st, 2017
Successful estate planning is about far more than simply passing your wealth to the next generation— it’s also about passing on your values. No matter which financial or legal structures you choose to contain and manage your assets, these instruments only preserve your wealth until it reaches the hands of your beneficiaries. What happens then? ...

Got Stuff? George Carlin Says You Need An Estate Plan!

Posted on: April 12th, 2017
George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We all have stuff, and we're pretty particular about our stuff....
Posts: 1 2 3 4 5 6 7 All