Fall is back-to-school time, and our focus is on our children’s educational future. This makes it the perfect time to remind you how important it is to take steps to secure your descendant’s financial future. By incorporating asset protection in your estate plan, you...
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often want to provide well for their future. However, this can be difficult if proper precautions aren’t set in place. If you’re planning to...
There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are...
When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be: Someone you trust implicitly. Someone who is organized,...
If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these days, nearly two-thirds of people over the age of 50 would rather pass assets to their children early than make them wait until...
