Estate Planning · June 24, 2022

Smaller items, like family heirlooms and keepsakes, which may not have a high dollar value, frequently have the most sentimental value for our family members. But for some reason, these personal possessions are often not specifically accounted for in wills, trusts, and other estate planning documents. To ensure your heirlooms and keepsakes don’t create unnecessary conflicts among your heirs, ensure that your estate plan includes all of your assets, especially your family heirlooms and keepsakes.

Estate Planning · September 27, 2019

Including a Pet Trust in your estate plan that names the trustee and spells out legally binding rules for how your pet will be taken care of is critically important to ensure your closest companion will receive the kind of love and care it deserves and will never end up in an animal shelter nor will be taken care of by the wrong people in the event of your potential incapacity or death. Here are some of the most important things to consider when setting up a pet trust.

Estate Planning · September 20, 2019

Proactive measures to help stave off risks posed by the big wealth transfer is important to make sure your wealth is protected and put to the best use possible, regardless of how much or how little wealth you plan to pass on or stand to inherit. Having a comprehensive plan and openly discussing your values and legacy with your loved ones is another key way to ensure your planning strategies work exactly as you intended. Here are several important actions to take for wealth transfer.

Estate Planning · August 10, 2018

It is common for family members to fight during the passing of family heirlooms from one generation to the next. However, this can be easily avoided if you clearly state in your estate plan, what item you would like to pass to which family member. In fact, there are multiple things you can do as a part of your estate plan to avoid family conflicts when passing family heirlooms.