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
11 Mar, 2023
Testamentary Trusts
One difficulty you may experience the during estate planning process is concern about how heirs might use the money and resources you left to them. People spend their entire lives investing in and growing their estate, and many people want to make sure their heirs pay the same respect to these funds. Although we can’t … Read More
12 Jul, 2021
Supplementary Needs Planning
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