Estate Planning

If you already have an estate plan in place, your main concern will be having it updated as a result of the new changes that your divorce has introduced into your life.

Most people don’t consider the types of changes that can occur when the specter of divorce enters their lives or the life of an intended beneficiary. But as you might imagine, divorce makes it that much more important to have legal affairs updated and reviewed.

Estate planning is more of a process than an event. Putting together an initial plan is the essential first step, but life and laws keep changing after you put your estate plan in place. Therefore, you need periodic estate planning reviews and updates to keep pace with the changes going on around you.

a well-designed trust can provide families with plenty of protection against inheritance loss or inadvertently creating a stereotypical trust fund baby.

The Charitable Remainder Trust is one of the most popular ways Americans can donate to their favorite cause while doing well for themselves and their families.

Market volatility is a part of investing, and we can count on market swings to challenge our patience as investors. So it’s important to keep a long-term perspective.

Talking to and ensuring that your children create effective estate plans will provide your family with peace of mind knowing they are all financially secure, even if the unexpected happens.

When you die, you can leave a plan to achieve your goals and care for your family or you can leave it to chance. Your family and your hard-earned assets are too important to pass without your direction.

Planning and funding are both necessary for your estate plan to achieve your goals. That means making sure your Trust is properly funded.

People have many different reasons to do estate planning. Some people plan diligently and well in advance of any urgent need. Other people procrastinate and plan only when things are thrust upon them.