19 Aug, 2026
Special Needs Trusts: Protecting Benefits for a Loved One with Disabilities
A crucial consideration for your comprehensive estate plan involves caring for family members or loved ones with special needs. Leaving gifts to loved ones with special needs might cause unintended consequences without proper planning. Your estate plan can include a Special Needs Trust (SNT) that will ensure both funding and resource management that best serve … Read More
30 Sep, 2025
Why Have a Legacy Plan?
“The single biggest problem in communication is the illusion that it has taken place.” George Bernard Shaw. Perhaps truer words have never been spoken when it comes to intrafamily discussion surrounding financial and estate planning. In fact, a lack of communication is regarded by most as the single biggest challenge to leaving a lasting legacy. … Read More
30 Sep, 2025
What is a Legacy Plan?
Estate planning is commonly defined as the preparation of structures that serve to manage an individual’s asset base in the event of incapacitation or death. Having an estate plan is essential and as you consider crafting your own, you would be wise to consider how your estate fits into your overall legacy. As previously discussed, … Read More