16 Aug Why Factoring Long-Term Care Into Your Estate Plan Pays Off
For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that misses one pretty...
Author: Leila Shaver
16 Aug Estate Planning: Why Me, Why Now, and Is a Will Enough?
You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning”...
07 Aug The Dangers of Joint Ownership- How To Avoid Disinheriting Your Children
People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint...
31 Jul Case Study- The 3 Critical Mistakes In Philip Seymour Hoffman’s Will
I recently had a high-net worth client ask me if the additional cost of a revocable trust is worth it. Couldn't a will do the...
28 Jul 3 Ways Your Trust Can Help A Loved One With Mental Illness or Drug Addiction
When a loved one suffers from a mental illness or drug addiction, one small comfort can be knowing that your trust can take care of...
25 Jul Do You Really Need A Trust?
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece...
20 Jul Do You Really Need A Will?
You May Not Think You Need a Will, But You Really Do. Most Americans do not have a simple will as part of their estate plan....
20 Jul New to Incapacity Planning for Clients? Get Up to Speed with This Quick Overview
Incapacity planning keeps money under management, provides an opportunity for product sales, and protects your clients. It’s a win/win because estate planning is not just...
18 Jul How to Protect Your Child’s Inheritance from Their Untrustworthy Spouse
Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets, family heirlooms, or...
14 Jul Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of...