Blog Articles

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.

Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.

Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may spend significant money trying to use them down the road.

People with high net worth should take steps to protect their assets during their lifetime and make arrangements for what happens to their wealth after

Being an executor of a loved one’s estate is an important position. If you’re considering being someone’s executor, you need to know these five things: 

Spouses should keep several things in mind when preparing their estate plan to protect each other, their children, and their estate. A good estate plan