How you decide to put together your estate and the individual professionals you choose to assist you in accomplishing those goals can go a long way towards giving you peace of mind and ensuring that your assets are transferred when it is time. There are two key tips you need to keep in mind as… Read More »
Monthly Archives: March 2017
New Study Says Families Still Uncomfortable Talking About Estate Planning and Inheritance Concerns
More Americans than ever report feeling confident about having conversations around their family’s financial future. However, a vast majority of them are still avoiding communication about estate planning and inheritance issues, a study says. Nearly 20% of adults report that it is not appropriate to share their estate planning and inheritance issues with their adult… Read More »
The Importance of Account Funding & Premium Payments for Insurance and Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts are a popular estate planning tool that can give you some peace of mind that you have thought ahead about the future. When used properly, these can function to pass on wealth to future generations but failing to take the appropriate planning steps at the outset could lead to numerous problems… Read More »
Family Businesses: Estate Planning for the Individual and the Company
Owning a family business highlights unique concerns for the company owner as well as the other family members particularly as it relates to estate planning. Finding the right lawyer can make a big difference. For many family businesses, it can be difficult to broach the subject of estate planning to begin with. In many… Read More »