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- 3 important steps to take in the days after a death
- 3 interesting modern business succession topics
- 4 benefits of leaving money in a trust
- 4 estate planning questions to get started
- 4 main classifications for children with special needs
- 5 Estate planning strategies for women
- 6 things you may need in your estate plan
- 7 basics for creating your first estate plan
- 8 steps to an excellent family business succession
- A concerning trend shows women don’t make financial decisions
- A family business is not an easy career
- A few things you should know about business succession
- A widow’s guide on financial planning
- Add balance to your incentive trust
- Advantages you get with a multi-generational business
- Advice for leaving inheritances for grandchidren
- An overview of irrevocable trusts
- Are you a new parent? Take these 5 estate planning steps
- Are you afraid your pet will outlive you?
- Are you considering an irrevocable trust in your estate plan?
- Are you getting the most out of your revocable living trust?
- Are you going through a major life transition right now?
- Aretha Franklin never “got around to” setting up an estate plan
- Attend A Workshop
- Be careful to remember the following points in your estate plan
- Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations
- Billionaire’s daughter seeks to inherit millions after death
- Bitcoin and inheritance: What will happen to my crypto coins?
- Bringing children into your company can be difficult
- Business succession plan: Did you choose the right successor?
- Calculating your net worth is an important estate planning step
- Can you disinherit your spouse after divorce?
- Can you ever alter an irrevocable trust?
- Can your child actually run your company?
- Children Graduating High School? Time To Revise Your Estate Plan.
- Choosing the right trust for your situation
- Chronic illness can influence estate planning
- Common special needs for young children
- Consider these 10 areas when setting up an estate plan
- Consider using a trust to pass money on to your children
- Could the children of my stepmother claim my father’s estate?
- Create a durable financial power of attorney for peace of mind
- Deceased billionaire’s kids call his widow a ‘material girl’
- Different family businesses need difference succession plans
- Dispute over Napa estate erupts more than decade after death
- Divorce may change what people leave to their kids
- Do employees stay as your business changes hands?
- Do I really need a will?
- Do wealthy people live longer?
- Do you have a durable financial power of attorney?
- Do you think of estate planning as an issue for women?
- Do you want to form a special needs trust for your child?
- Do you want to include your grandkids in your estate plan?
- Doctors: Have you completed your estate plans?
- Document missteps could compromise an estate plan
- Does birth order matter in business succession?
- Does my revocable trust need retirement plan language?
- Don’t commit this business succession mistake
- Don’t forget your estate plan when you divorce
- Don’t let beneficiary designations become outdated
- Don’t let your estate plan become outdated
- Entering retirement without close relatives
- Estate planning after a second marriage: Things to consider
- Estate planning after an unexpected windfall
- Estate planning after getting married again
- Estate planning before Alzheimer’s
- Estate planning can be an investment in your family
- Estate planning for a child with special needs
- Estate planning for doctors
- Estate planning for your retirement assets
- Estate planning for your second marriage
- Estate planning needs for women
- Estate planning questions that are never easy to answer
- Estate planning steps to get you started
- Every parent should make a will
- Families bear most of the cost of dementia care
- Family of deceased Alan Thicke in the throes of an estate battle
- Few family businesses make it to the 4th generation
- Financial planning for a child with special needs: 1 man’s story
- Follow these year-end estate planning tips
- Funding a trust as part of your California estate plan
- Get your children involved in your company early
- Giving the kids money now could massively change your estate plan
- Guardianship for an adult child with autism
- Have you created a plan for your special needs child?
- Here are the top benefits of living trusts
- How can I make sure my pet is provided for when I’m gone?
- How can you plan to make your business last?
- How does a third-party special needs trust work?
- How fast do people spend an inheritance?
- How is estate planning different for a woman?
- How should you discuss estate planning with your parents?
- How to choose a guardian when estate planning
- How to choose the right executor of a will
- How to compile a net worth statement for a physician
- How to create a sound estate plan after your second marriage
- How would a living trust benefit your estate plan?
- If you worry about leaving money to the kids, test them first
- It can help for children to have outside work experience
- It takes time to get the kids ready to take over your company
- Kids often feel pressure to take over the family business
- Misconceptions about estate planning
- More people are having children later in life
- No, it’s not stupid to set up a trust for your pets
- Pregnant? Follow these estate-planning steps before the birth
- Preparing for a family business succession
- Pros and cons of a pooled special needs trust
- Protecting assets during divorce matters for financial stability
- Questions to ask when passing a business to your family
- Real estate issues in estate planning
- Remember to change and update your will as needed
- Remember, your family doesn’t have to get your business
- Setting up a trust: Understand the process from the start
- Should I consider a spendthrift trust for an adult child?
- Small business statistics in the United States
- Special wording for your special needs trust
- Staying in your home to leave it to your children
- Students have more than $1 trillion in debt
- Succession planning is key to keeping a business alive
- Talk to your family before finalizing your estate plan
- Talk to your heirs about end-of-life wishes
- The 5 essential documents of estate planning
- The assistance your special needs heir requires may depend on age
- The basic components of an estate plan
- The benefits of a living trust when compared to a will
- The big reasons why life expectancy keeps falling
- The biggest reason women must know about estate planning
- The educational trust option for grandchildren
- The makings of an Advance Health Care Directive form
- The most dangerous estate planning myth
- The odds are stacked against your family business
- The primary benefits of a special needs trust
- The reality of how many people do estate planning
- The terms of a trust specify how the money can be used
- The types of irrevocable trusts
- The unique estate planning challenges of women
- These 5 estate planning mistakes must be avoided
- These tips can make life easier if your child has special needs
- Things to consider when selling the business to a child
- Think about these things when choosing a guardian
- Tips for cleaning up your estate for your heirs
- Tips for talking to your adult children about their inheritance
- Tips for turning your company over to your children
- To help children take over a business, celebrate their success
- Top reasons why estate planning is so important
- Transferring property deeds to an adult child
- Understanding the details of a California Special Needs Trust
- Upcoming workshops: Let’s talk about your future
- Update all beneficiaries at the source, not in your will
- Welcome To Our Blog
- What are the advantages of a conservatorship?
- What are the benefits of creating a living trust?
- What are the limitations of a special needs trust?
- What are the reasons to create a special needs trust?
- What can you do with your estate if you don’t have children?
- What do ‘joint tenancy’ and ‘tenancy in common’ mean?
- What happens if you die without a will?
- What if only 1 of my children wants to own the family business?
- What is an incentive trust, and do I need one?
- What parties are involved in a testamentary trust?
- What should I consider when creating a pet trust?
- What should I know before creating a business succession plan?
- What to know about estate planning in a digital world
- What type of living trust is right for me?
- What’s a joint tenancy for real estate?
- What’s a testamentary trust and how does it help minor children?
- What’s a transfer-on-death deed?
- What’s special about a Totten trust?
- What’s unique about estate planning for women?
- When a physician with a private practice passes away
- When should you update an estate plan?
- When succession planning skips a generation
- When succession planning skips a generation
- Where will your special needs child live as an adult?
- Who are the most popular guardians for children?
- Who should I grant with the power of attorney?
- Why divorced women with children may want to make a trust
- Why it is important to review estate planning before a vacation
- Will you avoid these 5 estate planning mistakes?
- Will you have a second home to leave your kids?
- With grandchildren, money left may be money spent
- Women have estate planning challenges men do not face
- Women live longer than men: Get your estate plan in order
- You don’t have to be an estate planning hero
- You may save if you wait until after death to sell your house
- You must consider your finances when you start a family
- Young parents should plan for the unthinkable now
- Your Health is Your Wealth: An empowering seminar for women 50+
- Your will becomes especially important when you have kids