When you create a will or general estate plan, you may hear several different terms used to describe key people. For example: A personal representative or executor is the person who will handle your estate administration, from submitting your will to probate all the way through distributing your assets at the end. Your beneficiaries, or […]
According to the Federal Trade Commission, there has been a significant increase in digital fraud and identity theft. The FTC…
Even older people who are quickly approaching retirement in their golden years are likely to skip out on the estate…
You can go the DIY route when creating a will, but there are many different reasons why this is not…
High net worth clients often turn to charitable giving as a way to advance their philanthropic goals and to accomplish…
In creating your will, it was probably relatively simple to gather together all of your assets and spell out how…
You already know that you need a business succession plan and perhaps have even taken the initial steps to start…
Much of the country’s wealth is still owned by baby boomers even though millennials are picking up speed in other…
Unfortunately, one of the things that can easily become a big mistake in your otherwise well thought out estate plan,…
The Coronavirus pandemic has caused many people to step back and think in a bigger picture way above their estate…
Are you intending to sell your business in the near future and are curious about the best way to protect…
