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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation06
Mar
You have two primary options for leaving an inheritance to a child. The most straightforward is to give it to them in a single lump sum, with no strings attached. But this might not be the best option for some children. You may be concerned about the child's ability to hand...
View MoreCategory: Uncategorized
06
Mar
High School Seniors Can Use a Starter Estate PlanThe long, carefree days of summer are nearing an end. If you have a high school senior at home, childhood is also coming to an end for them as they prepare to graduate, turn 18, and enter the “real world. ”You have don...
View MoreCategories: Estate Planning Trusts
25
Mar
High Scool Seniors Can Use a Starter Estate PlanAs summer fades into fall and school resumes, millions of seniors are entering the home stretch of their high school careers and marking their official entry into legal adulthood at age 18. According to cognitive scientists, some i...
View MoreCategory: Advisors
06
Mar
Planning for your pets in your estate plan is an excellent way to ensure that your beloved pet will receive proper care and attention after you pass on. The problem, of course, is that you will not be there to ensure that your wishes are carried out. That is why it is critical to...
View MoreCategories: Estate Planning Trust Administration Trusts
06
Mar
Sometimes, pet owners can get a bit creative when providing for their pets' future care. The following three famous cases involving pet trusts offer some important lessons. David Harper and RedDavid Harper, a wealthy, reclusive bachelor in Ottawa, Canada, was not exactly f...
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06
Mar
Not long ago, pet trusts were thought of as little more than eccentric things that famous people did for their pets when they had too much money. These days, pet trusts are considered much more mainstream. For example, in 2016, Minnesota became the fiftieth state to legally recog...
View MoreCategories: Estate Planning Trusts
06
Mar
Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses on surviving spouses, children, grandchildren, and charities, many pet parents wonder what could happen to their “furry children” after...
View MoreCategories: Estate Planning Trusts
06
Mar
Which Will Would You Choose? If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you among the majority of Americans. Like many Americans, you may wait for a major life event to occur befo...
View MoreCategories: Estate Planning Taxation Trusts
25
Mar
A Financial Advisor's Guide to Navigating Different Types of WillsAdvisors should understand why most Americans do not have even the most basic estate plan in place. Advisors should also pay attention to the validity of wills for those people who do have a will or are enga...
View MoreCategory: Advisors
06
Mar
Compared to residents of other wealthy nations, Americans are more likely to give their time and money to help others. In 2023, the United States ranked ninth in per capita gross domestic product (GDP) but fifth on the World Giving Index rankings. Polling shows that Americans tru...
View MoreCategories: Charitable Planning Estate Planning
Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation