estate plan Articles

Discuss Your Estate Plan with Family Members

A comprehensive estate plan is the best vehicle for transferring assets upon your death to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and up-to-date estate plan, your family may experience emotional or financial turmoil despite your best efforts. To correctly manage the expectations of loved ones and provide for a smooth transition of wealth, have conversations, and share information about what is to come. Whether you are a modest or a high net worth individual, preparing the next generation to handle wealth ... Read More

By |September 6, 2023|Estate Planning|

New Year’s Resolution: Make or Update Your Estate Plan

It's the New Year and everyone has begun to make New Year’s resolutions. The origin of making New Year's resolutions rests with the Babylonians, which goes back over 4,000 years. During that time, the ancient Babylonians made promises to their gods at the beginning of each year to plant crops, return objects they borrowed and pay off their debts. Today, New Year’s resolutions are generally personal goals for self-improvement. Although diet, exercise, and travel usually top most people’s resolutions, many forget forming an estate plan is equally as important. An estate plan is an investment in your peace of mind ... Read More

By |December 30, 2022|Estate Planning|

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