Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate planning can dramatically reduce many of…
How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren’t the…
How Creating A Life & Legacy Plan With Us Preserves Your Legacy
Leaving a legacy .... When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they…
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
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…
Probate: What It Is & How To Avoid It—Part 1
Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed…
4 Reasons Why Estate Planning Is So Essential For A Business Owner
If you are a business owner, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or…
Purchasing Life Insurance For Your Family: What You Need To Know
Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety net in the event of your death.…
5 Ways Online Estate Planning Fail & Leave Your Family At Risk—Part 2
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…
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
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…
Why Putting Your Family Home In A Trust Is A Smart Move—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…