5 Tips for Starting a Dialogue Around Your Estate Plan
Sitting down with an estate planner to develop an estate plan is a smart first step. But signing your documents is not the end of the process. In order to …
Talking to Your Children About Estate Planning: When and How
Estate planning is something that every parent should invest in. It’s not a responsibility that should be delayed or forgotten about. But the decisions don’t stop with what to include …
Estate Planning: What to Consider When Filling Fiduciary Positions
You can spend a lot of time and effort crafting an articulate and comprehensive estate plan. However, if you don’t put the right people in charge of executing this plan, …
Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones
So I haven’t been public about this but my Aunt Karen passed away from Coronavirus complications three weeks ago. My Uncle is currently in hospital with pneumonia brought on by …
Estate Planning for the C-Suite: A Starting Point
From an estate planning perspective, as a business executive, you’re different than the average person. You probably have higher earnings, a larger net worth than the average person, equity in …