One key factor to keep in mind as you consider plans for transferring wealth to the next generation or passing on the family business is this - change is …
[Read more...] about Why Your Estate Plan Needs to be Flexible
Estate Planning
Why Every Person (Not Just the Wealthy) Should Have an Estate Plan
When you think about estate planning, the most common responses are, "That's for wealthy people" or "No reason to plan because I don't meet the tax threshold". …
[Read more...] about Why Every Person (Not Just the Wealthy) Should Have an Estate Plan
5 Key Estate Planning Tools Everyone Should Consider
When we talk about estate planning, there are five key estate planning tools you should consider as part of your estate plan. Just know that there are a lot …
[Read more...] about 5 Key Estate Planning Tools Everyone Should Consider