What happens to all my stuff?
Ensure your estate plan addresses every detail, including your personal belongings. This guide outlines the pros and cons of various methods for managing assets like household goods, jewelry, and collectibles.
The Power of Prenuptial Agreements: Removing the Stigma and Creating Financial Harmony
Uncover the modern role of prenuptial agreements in financial planning and estate management. See how these agreements foster transparency, protect assets, and promote financial harmony in marriage.
Innovative Approaches to Modern Estate Planning
Secure your family's future with tailored estate planning. Trusts, wills, and durable powers of attorney are essential for protecting your loved ones and addressing unique challenges.
Estate Planning: Not Only for the Rich & Famous
Many individuals believe that estate planning is only for the very wealthy and required to save on estate taxes. However, an estate plan can be so much more.
Trust Terminology
Explore the essential vocabulary of trusts, including the roles of trustees and beneficiaries, and the differences between revocable and irrevocable trusts.
Estate Planning for Executives
Find out how top executives navigate complex financial landscapes, from estate planning to retirement. Ensure a seamless transition into retirement with an integrated approach and a team of advisors focused on your best interests.
Estate Planning for Landowners
When a family owns land, it can mean many things to different members of the family. Working with a team of professionals to plan for your estate is an important decision to reach the desired outcome for your legacy property.
Women and Their Role as Financial Decision Makers
Women are a large part of the workforce. They are often times directly involved in their households’ investment and financial decisions.
Probate Avoidance and the Revocable Living Trust
Probate can be public, time consuming, and expensive. But, it can also be easily avoided when the proper steps are taken.
Tax & Estate Strategies: What is a GRAT and Do You Need One?
While Grantor Retained Annuity Trusts (GRAT) can seem complex to some, they can really be simple when broken down. Because GRATs have the potential to provide significant tax benefits when interest rates are low, today’s interest rate environment may provide a good opportunity.