Over the years, you’ve raised a family and also carried out work in the charity sector. Both of these aspects are extremely important to you, and you’d like your estate plan to reflect this. You know that you can leave assets to your loved ones through a will, trusts...
Month: April 2022
How can you ensure that your heir keeps working?
You know that the inheritance you're going to leave to your child is enough that they wouldn't technically have to work again if they didn't want to. They could have a standard of living that is probably higher than what's enjoyed by most people in the United States,...
When do I Need to Update my Estate Plan?
Your revocable trust must be revisited over time to address changes in your life and asset portfolio.
Why the Next Generation Needs to do their Estate Planning Now
Estate planning at an early age is a critical part of your comprehensive financial plan. It also provides your family with peace of mind that they have a roadmap to reference in the event of your death or incapacity.
How to bring up estate planning, naturally
If you're worried that your parents haven't done their estate planning yet, it may be wise to bring it up. This can be an awkward conversation, but it's also a very important one to have. After all, if they pass away without an estate plan, that can cause a lot of...