What Estate Planning Does for Your Business

It’s a scenario that ultimately befalls far too many businesses. An entrepreneur works for years, even decades to build a company—ratcheting its value from next to nothing to millions, even tens of million dollars over the course of a career. But then that...

Should You Include Pets in Your Estate Planning?

When estate planning, it’s important to think through all the people who matter most to you—and in some cases, these people aren’t actually people at all! For the countless Americans who are deeply devoted to their four-legged friends, and consider them to be...

5 Ways a Trust Account Can Help Your Estate Planning

Historically, trust accounts have been viewed as investment tools for high net-worth individuals—but more and more, trusts are being reconsidered as the multi-useful estate planning tools that they are. Many investors benefit greatly from the establishment of trust...

The 4 Biggest Misconceptions About Estate Planning

What’s the most frequently misunderstood field of financial planning? For all the complexities that retirement and college tuition planning bring, many advisors would likely say that estate planning is even further clouded by misinformation. Perhaps the reason for...

What are the Biggest Estate Planning Errors?

Like most things in life, estate planning is something you’re just sort of thrown into, often without the level of preparation you might like. The need for estate planning is both urgent and universal, yet many individuals are simply not very familiar with the estate...

The Complete Beginner’s Guide to Estate Planning

Estate planning is, by its nature, sort of a morbid thing: It’s all about planning for what happens to your financial assets after you die, and as such it forces all of us to confront our own mortality. Then again, life insurance, long-term healthcare planning, and...

8 Times You Need an Estate Plan Review

Your life is not static or unchanging—and your estate plan shouldn’t be, either. An estate plan needs to be regularly reviewed and, if necessary, revised. In fact, most of life’s major changes are cause for an estate plan review. Consider all of the following...